Dependable advice,
Delivered by humans,
Driven by technology.
How we do things
We are not like other financial planners. We don't woo our clients with fancy lunches, boozy golf days or wood-panelled offices. We focus on what matters, great financial advice, that is easy to understand, and doesn't cost the earth. We treat everyone as an individual, 4 Financial Planning is LGBTQ+ friendly and a Transgender safe space.
Find out moreWhat we do
We help our clients plan, plan for retirement, plan for life-changing adventures and plan for the worst. Once we have a plan, we use our knowledge of pensions, investments, protection and tax to make the plan become reality.
Why choose us
We're experts at making sure our clients don't run out of money in retirement. By limiting the number of clients we take on (130) you'll always get a great service. We're independent, which guarantees the best advice and the way we charge means you get to keep more of the returns.
Book a meeting with us
Book a meeting
The best way to get to know us is a face to face meeting. That sounds very formal but trust us when we say that it isn't!
It's a relaxed conversation about you, your life and your goals. There’s no pressure, in fact we never let you make a decision there and then. We’ll always send you away to sleep on it.
Please note, when booking a meeting we will ask for your name and email address. We will only use this information to confirm the meeting and location. We guarantee it will never be passed to a third party.