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Skip to content Find an office Home Financial Planning Close Financial Planning Open Financial Planning Financial Planning You have a lot to protect and a lot to look forward to. Let’s plan your money around your life. Savings & Investments We can help you make the most of your money, so you can reach your financial goals and enjoy peace of mind. Retirement & Pensions Let us guide you through the retirement process, ensuring your golden years are filled with the financial security and freedom you deserve. Estate Planning We can provide the reassurance that your loved ones are taken care of, allowing you to leave a lasting impact on the people and causes you care about. Mortgages & Protection We provide the knowledge and expertise so you can confidently navigate the world of mortgages and safeguard what matters most. About Us News Contact Us Find an office Who we are We put you and your story at the centre of our advice. Your money, your dreams – that’s what matters most to us. Helping you live your best financial life Your financial goals aren’t just numbers to us; they’re part of your story. That’s why we’re here to provide clear, actionable advice that helps you take the next step with confidence.We aim to deliver a fresh approach to financial planning. By combining a people-first perspective with innovative financial tools, we help you feel confident on your path to prosperity.With offices across England, Scotland, and Wales, we have the strength of a national presence while maintaining our local, personal touch. What drives us We want to simplify the complex world of finance and to help you take charge of your future. Our beliefs are simple Empowering yourjourney We guide you with tools, insights, and advice tailored to your goals. Clarity and simplicity We make even the most complex decisions easy to understand. Real results for real lives Your success shapes everything we do. Genuine advice We promise to always be authentic, relevant, and true to you. Making the complicated simple We know that financial decisions can feel overwhelming, but they don’t have to be. Our team works with you to break down the complexity into clear steps so you can take action with confidence. From crafting a personalised financial plan to monitoring your progress, we’re with you every step of the way. A client-centric approach Every plan we create starts with you. We take the time to truly understand the life you want to live, crafting a personalised financial plan based on your unique story. Advice that’s authentic, relevant and true: We offer real advice for real people. No confusing jargon, no impractical investments – just authentic, relevant, and true guidance. Our goal is to provide you with a clear financial picture and a realistic path to achieve your goals. Award-winning investment management We’ve chosen YOU Asset Management as our independent, in-house investment specialists, an award-winning investment business, with an enviable 20-year track record. Independent investment selection means we will always create the right blend of investments to achieve the best outcome for you. Fully connected, our Finli team will follow your progress an ensure you stay on track to achieve your life goals at every stage. Visit YOU Get in touch Life isn’t a rehearsal and every day is precious. The quicker you get expert advice, the faster you can relax knowing you have a clear path forward. [email protected] Newsletter For the latest news and insights, subscribe to our newsletter. 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News Contact Us Important Information Best Execution Policy Conflicts of Interest Policy Privacy Notice Find an office ©2025 Finli – All rights reserved Finli is a trading style of Finli (G&P) Ltd, Finli (GPHerts) Ltd, Finli (FA92) Ltd, Finli (Thames Valley) Ltd, Finli (FLP) Ltd, Finli (PDB) Ltd, Finli (Westerham) LLP, Finli (Scotland) Ltd and Finli (Orkney) Ltd, registered in England & Scotland. Company Nos: 02232959, 08864945, 04077157, 07122971, 08130634, 11151651 OC353366, SC270367 and SC271575 respectively. Registered Offices: Freeths LLP, 3rd Floor, Northgate House, 450-500 Silbury Boulevard, Milton Keynes MK9 2AD and Pavilion 3, Finnieston Business Park, 4 Minerva Way, Glasgow, Scotland, G3 8AU. Finli (PDB) Ltd, Finli (Westerham) LLP and Finli (GPHerts) Ltd are Appointed Representatives of Finli (G&P) Ltd which is authorised and regulated by the FCA under No 142752. 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Skip to content Find an office Home Financial Planning Close Financial Planning Open Financial Planning Financial Planning You have a lot to protect and a lot to look forward to. Let’s plan your money around your life. Savings & Investments We can help you make the most of your money, so you can reach your financial goals and enjoy peace of mind. Retirement & Pensions Let us guide you through the retirement process, ensuring your golden years are filled with the financial security and freedom you deserve. Estate Planning We can provide the reassurance that your loved ones are taken care of, allowing you to leave a lasting impact on the people and causes you care about. Mortgages & Protection We provide the knowledge and expertise so you can confidently navigate the world of mortgages and safeguard what matters most. About Us News Contact Us Find an office Contact us Our team are here to help at every stage of your financial journey. Please use the information below to get in touch with our friendly team or send us a message using the contact form. [email protected] Find an office We have a nationwide network of expert financial planners. Please get in touch if you wish to find out more about our holistic financial planning service. "*" indicates required fields Δ document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); EmailThis field is for validation purposes and should be left unchanged.First Name*Last Name*Telephone Number*Email* Postcode(From time to time we hold events and seminars, this information will help us know which location is relevant to you)Message*I agree to my email being stored and used to receive the newsletter. I agree to my email being stored and used to receive the newsletter. We’d like to share information about our products and services with you by email and post. You may unsubscribe from these communications at any time. 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Skip to content Find an office Home Financial Planning Close Financial Planning Open Financial Planning Financial Planning You have a lot to protect and a lot to look forward to. Let’s plan your money around your life. Savings & Investments We can help you make the most of your money, so you can reach your financial goals and enjoy peace of mind. Retirement & Pensions Let us guide you through the retirement process, ensuring your golden years are filled with the financial security and freedom you deserve. Estate Planning We can provide the reassurance that your loved ones are taken care of, allowing you to leave a lasting impact on the people and causes you care about. Mortgages & Protection We provide the knowledge and expertise so you can confidently navigate the world of mortgages and safeguard what matters most. About Us News Contact Us Find an office Who we are We put you and your story at the centre of our advice. Your money, your dreams – that’s what matters most to us. Helping you live your best financial life Your financial goals aren’t just numbers to us; they’re part of your story. That’s why we’re here to provide clear, actionable advice that helps you take the next step with confidence.We aim to deliver a fresh approach to financial planning. By combining a people-first perspective with innovative financial tools, we help you feel confident on your path to prosperity.With offices across England, Scotland, and Wales, we have the strength of a national presence while maintaining our local, personal touch. What drives us We want to simplify the complex world of finance and to help you take charge of your future. Our beliefs are simple Empowering yourjourney We guide you with tools, insights, and advice tailored to your goals. Clarity and simplicity We make even the most complex decisions easy to understand. Real results for real lives Your success shapes everything we do. Genuine advice We promise to always be authentic, relevant, and true to you. Making the complicated simple We know that financial decisions can feel overwhelming, but they don’t have to be. Our team works with you to break down the complexity into clear steps so you can take action with confidence. From crafting a personalised financial plan to monitoring your progress, we’re with you every step of the way. A client-centric approach Every plan we create starts with you. We take the time to truly understand the life you want to live, crafting a personalised financial plan based on your unique story. Advice that’s authentic, relevant and true: We offer real advice for real people. No confusing jargon, no impractical investments – just authentic, relevant, and true guidance. Our goal is to provide you with a clear financial picture and a realistic path to achieve your goals. Award-winning investment management We’ve chosen YOU Asset Management as our independent, in-house investment specialists, an award-winning investment business, with an enviable 20-year track record. Independent investment selection means we will always create the right blend of investments to achieve the best outcome for you. Fully connected, our Finli team will follow your progress an ensure you stay on track to achieve your life goals at every stage. Visit YOU Get in touch Life isn’t a rehearsal and every day is precious. The quicker you get expert advice, the faster you can relax knowing you have a clear path forward. [email protected] Newsletter For the latest news and insights, subscribe to our newsletter. 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News Contact Us Important Information Best Execution Policy Conflicts of Interest Policy Privacy Notice Find an office ©2025 Finli – All rights reserved Finli is a trading style of Finli (G&P) Ltd, Finli (GPHerts) Ltd, Finli (FA92) Ltd, Finli (Thames Valley) Ltd, Finli (FLP) Ltd, Finli (PDB) Ltd, Finli (Westerham) LLP, Finli (Scotland) Ltd and Finli (Orkney) Ltd, registered in England & Scotland. Company Nos: 02232959, 08864945, 04077157, 07122971, 08130634, 11151651 OC353366, SC270367 and SC271575 respectively. Registered Offices: Freeths LLP, 3rd Floor, Northgate House, 450-500 Silbury Boulevard, Milton Keynes MK9 2AD and Pavilion 3, Finnieston Business Park, 4 Minerva Way, Glasgow, Scotland, G3 8AU. Finli (PDB) Ltd, Finli (Westerham) LLP and Finli (GPHerts) Ltd are Appointed Representatives of Finli (G&P) Ltd which is authorised and regulated by the FCA under No 142752. Finli (Orkney) Ltd is an Appointed Representative of Finli (Scotland) Ltd which is authorised and regulated by the FCA under No 402458. 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Skip to content Find an office Home Financial Planning Close Financial Planning Open Financial Planning Financial Planning You have a lot to protect and a lot to look forward to. Let’s plan your money around your life. Savings & Investments We can help you make the most of your money, so you can reach your financial goals and enjoy peace of mind. Retirement & Pensions Let us guide you through the retirement process, ensuring your golden years are filled with the financial security and freedom you deserve. Estate Planning We can provide the reassurance that your loved ones are taken care of, allowing you to leave a lasting impact on the people and causes you care about. Mortgages & Protection We provide the knowledge and expertise so you can confidently navigate the world of mortgages and safeguard what matters most. About Us News Contact Us Find an office Estate Planning We can provide the reassurance that your loved ones are taken care of, allowing you to leave a lasting impact on the people and causes you care about. We understand that sometimes your story is also linked to their story. As part of your financial plan we can advise you on strategies to ensure you protect and preserve your wealth for future generations. Your plan, their story There are few things in life that are more satisfying than knowing the people you love will be taken care of in the future. Whether that’s through inheritance or charitable giving, we’ll work with you to include your loved ones in your financial plan, ensuring you have complete peace of mind. Find out more Effective inheritance tax planning Inheritance tax planning is an essential part of securing your family’s financial future.We work with you to provide guidance and tailored strategies to help you minimise tax liabilities, ensuring your legacy goes to those you love the most. Our approach to Financial Planning Estate Planning is just a part of your overall financial plan and that is why we follow the same approach in everything we do. Your story What are your life goals and ambitions. Your plan A clear plan to make your dreams a reality. Our advice Advice that can help you achieve your objectives. Award-winning investment management We’ve chosen YOU Asset Management as our independent, in-house investment specialists, an award-winning investment business, with an enviable 20-year track record.Independent investment selection means we will always create the right blend of investments to achieve the best outcome for you. Fully connected, our Finli team will follow your progress an ensure you stay on track to achieve your life goals at every stage. Visit YOU Estate Planning FAQs Do I need to think about estate planning? Estate planning is important for anyone who wants to protect their assets, ensure their wishes are honoured, and minimise taxes for their beneficiaries. What is a trust? A trust is a legal arrangement and a tax-efficient strategy for passing on wealth to loved ones. How does inheritance tax work? Inheritance tax is levied on assets passed to heirs after death. In the UK, inheritance tax is charged at 40% on any amount above the £325,000 threshold. Can I give a gift tax-free? Yes, you can give tax-free gifts up to a certain limit per year. We can advise on the most tax-efficient way to gift lump sums during your life. Linkedin Instagram Facebook Tiktok Financial Planning Financial Planning Savings & Investments Retirement & Pensions Estate Planning Mortgages & Protection Company Home About Us Selling your business? News Contact Us Important Information Best Execution Policy Conflicts of Interest Policy Privacy Notice Find an office ©2025 Finli – All rights reserved Finli is a trading style of Finli (G&P) Ltd, Finli (GPHerts) Ltd, Finli (FA92) Ltd, Finli (Thames Valley) Ltd, Finli (FLP) Ltd, Finli (PDB) Ltd, Finli (Westerham) LLP, Finli (Scotland) Ltd and Finli (Orkney) Ltd, registered in England & Scotland. Company Nos: 02232959, 08864945, 04077157, 07122971, 08130634, 11151651 OC353366, SC270367 and SC271575 respectively. Registered Offices: Freeths LLP, 3rd Floor, Northgate House, 450-500 Silbury Boulevard, Milton Keynes MK9 2AD and Pavilion 3, Finnieston Business Park, 4 Minerva Way, Glasgow, Scotland, G3 8AU. Finli (PDB) Ltd, Finli (Westerham) LLP and Finli (GPHerts) Ltd are Appointed Representatives of Finli (G&P) Ltd which is authorised and regulated by the FCA under No 142752. Finli (Orkney) Ltd is an Appointed Representative of Finli (Scotland) Ltd which is authorised and regulated by the FCA under No 402458. 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Skip to content Find an office Home Financial Planning Close Financial Planning Open Financial Planning Financial Planning You have a lot to protect and a lot to look forward to. Let’s plan your money around your life. Savings & Investments We can help you make the most of your money, so you can reach your financial goals and enjoy peace of mind. Retirement & Pensions Let us guide you through the retirement process, ensuring your golden years are filled with the financial security and freedom you deserve. Estate Planning We can provide the reassurance that your loved ones are taken care of, allowing you to leave a lasting impact on the people and causes you care about. Mortgages & Protection We provide the knowledge and expertise so you can confidently navigate the world of mortgages and safeguard what matters most. About Us News Contact Us Find an office Live your best Your life aspirations at the heart of your financial plan Your life. Your money. Your future. At Finli, our team of expert Financial Planners are committed to understanding the life you aim to lead. We provide comprehensive financial planning, including specialist advice on investments, pensions, tax and mortgages. By understanding your story, we give you clarity and comfort about your financial future. We create financial plans tailored to your unique goals and circumstances. document.addEventListener('DOMContentLoaded', function() { // Select the div with the class 'e-n-tabs-heading' var tabsHeading = document.querySelector('.e-n-tabs-heading'); // Create a new h3 element var heading = document.createElement('h3'); heading.textContent = 'A financial planning process that gives you the life you want'; // Insert the h3 element as the first element in the div if (tabsHeading) { tabsHeading.insertAdjacentElement('afterbegin', heading); } }); Your story Your plan Our advice Find out more It’s about your life, not just your money We start the conversations, listen to your story and through understanding what is most important to you, we put you and your life at the centre of your financial plan. Find out more Without a plan, it’s just a dream Our expert Financial Planners can create a bespoke financial life plan to set you on a path to achieving your best financial life. 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News Contact Us Important Information Best Execution Policy Conflicts of Interest Policy Privacy Notice Find an office ©2025 Finli – All rights reserved Finli is a trading style of Finli (G&P) Ltd, Finli (GPHerts) Ltd, Finli (FA92) Ltd, Finli (Thames Valley) Ltd, Finli (FLP) Ltd, Finli (PDB) Ltd, Finli (Westerham) LLP, Finli (Scotland) Ltd and Finli (Orkney) Ltd, registered in England & Scotland. Company Nos: 02232959, 08864945, 04077157, 07122971, 08130634, 11151651 OC353366, SC270367 and SC271575 respectively. Registered Offices: Freeths LLP, 3rd Floor, Northgate House, 450-500 Silbury Boulevard, Milton Keynes MK9 2AD and Pavilion 3, Finnieston Business Park, 4 Minerva Way, Glasgow, Scotland, G3 8AU. Finli (PDB) Ltd, Finli (Westerham) LLP and Finli (GPHerts) Ltd are Appointed Representatives of Finli (G&P) Ltd which is authorised and regulated by the FCA under No 142752. 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