Welcome
No matter where you are in life or where you want to go, financial security can give you the freedom to live life on your terms.
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No matter where you are in life or where you want to go, financial security can give you the freedom to live life on your terms. At Sherwood Financial Planning, we take time to listen to you, your dreams, plans and aspirations, to create a financial plan that can help you achieve your objectives.
Whether you’re starting out on the property ladder as a first-time buyer, are raising a young family and thinking to future, or are looking to downsize and retire, our experienced team have the expertise to find a solution that is perfectly tailored to your needs.
How and when we retire can be one of the most significant pieces of financial planning that we undertake during our lifetime. You may already have comprehensive plans in place but would like professional help reviewing their performance. Or you might just be starting to think about pension plans and aren’t sure where to start. No matter what your circumstances, our friendly team can talk you through a range of options.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Knowing how to make the most of your money can be a daunting task given the huge variety of options now available. That’s where expert financial guidance really comes into its own. Our team help you identify the strategies that can work for you. Whether you are completely new to investment or would like to re-evaluate your existing portfolio, our experts are on hand to shape a financial future that fits your world.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Our experienced advisers offer a comprehensive service that allows them to scour the whole of market to secure the right deal for you. First time buyer? Downsizing? Thinking of buy-to-let? Or maybe you’re considering re-mortgaging? Our advisers bring plenty of advice, support and knowledge to the table allowing you to make an informed choice when it comes to selecting the right product for your circumstances.
Your home may be repossessed if you do not keep up repayments on your mortgage.
We often plan for protecting assets such as our homes and cars, but don’t always consider a plan for protecting our income should the worst happen. If you think about how many years of working income lie ahead of you and the impact losing that would have on your daily life, then making arrangements to safeguard this becomes a sensible strategy. At Sherwood Financial Planning, we can talk you through available options to suit your personal requirements.
Sherwood Financial Planning is a UK-focused Financial Advice practice.
We have a diverse range of clients and our Company emphasis is on building strong, long lasting, personal relationships with our clients and providing a fresh perspective on all of their financial affairs.
At Sherwood Financial Planning, we believe in the value of advice and are focused on bringing advice-led wealth solutions to clients through the most appropriate channel. Our advisers tailor their advice to each client’s requirements and risk appetite, and we use their feedback to design investment solutions which meet their specific needs.
Choice and flexibility are at the heart of Sherwood Financial Planning’s offering to clients. Customers have a choice in how they access us, and they can use as many parts of our offering as they prefer. ‘Choice’ is also key to our investment solutions proposition as we provide our advisers and their clients with quality-assured choice rather than unlimited choice.
Our Financial Planners and Mortgage and Protection specialists are available to provide you with the advice you need either face-to-face, over the phone, or, even video call at a time to suit you.
They will take care of everything from explaining all of your options and helping you select the right mortgage, to choosing the most suitable protection for you and your family and handling the whole application process.
Some Buy to Let Mortgages are not regulated by the Financial Conduct Authority.
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department, Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY
Email: QFPcomplaints@quilter.com
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
http://www.quilterfinancialplanning.co.uk/contacts/
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)
Sherwood Financial Planning Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Sherwood Financial Planning Limited is registered in England and Wales. Company Number 09951331. Registered Address 217 Long Lane, Halesowen, England, B62 9JT.
The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 09/05/2023.
You are now departing from the regulatory site of Sherwood Financial Planning Ltd. Neither Sherwood Financial Planning Ltd nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
You are now departing from the regulatory site of Sherwood Financial Planning Ltd. Neither Sherwood Financial Planning Ltd nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
You are now departing from the regulatory site of Sherwood Financial Planning Ltd. Neither Sherwood Financial Planning Ltd nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
You are now departing from the regulatory site of Sherwood Financial Planning Ltd. Neither Sherwood Financial Planning Ltd nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
You are now departing from the regulatory site of Sherwood Financial Planning Ltd. Neither Sherwood Financial Planning Ltd nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
You are now departing from the regulatory site of Sherwood Financial Planning Ltd. Neither Sherwood Financial Planning Ltd nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
You are now departing from the regulatory site of Sherwood Financial Planning Ltd. Neither Sherwood Financial Planning Ltd nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.