About Us
At Partridge Financial our holistic approach is simple, we listen, we analyse, we plan and then we prioritise your needs. We’re a small personable family run business and for the past three decades we have always made sure our clients are in total control of their personal finances – including pensions, investment portfolio management and protection planning.
Financial advice tailored precisely to your needs
Our highly experienced advisers will work with you in a clear, transparent partnership, and offer you objective, comprehensive advice. No matter how complex your finances or personal situation, we have the expertise to provide you with holistic financial planning advice tailored precisely to your needs.
We will consider your finances as a whole to ensure your savings, investments, retirement and protection plans are working hard, and harmoniously together, to achieve your objectives both now and in the future.
Book An Appointment
It all starts with a free, no obligation conversation to understand if the service is right for you. There are no hidden fees or charges, and you’ll only start to pay for the service if you decide to take forward the recommendations we present to you in your tailored financial plan.
Advice and product fees may apply. Tax treatment depends on individual circumstances and may be subject to change in the future. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.
Latest Financial News
Understanding pension drawdown
Taking control of your pension income means considering the tax consequences Pension drawdown enables you to take money from a defined contribution pension while keeping
Should you give your home to your grandchildren?
Gifting your home could help your grandchildren, but may carry tax and financial risks For grandparents with substantial property wealth, gifting their home may seem
Securing income in retirement
Building financial security for later life Retirement no longer has to mean simply buying an annuity and receiving a fixed income for life. Since pension
We’re happy to help you. Ready to start a conversation?
Contact Partridge Financial Ltd. today to learn how we can help you. Through face-to-face or telephone based financial advice, we help you develop lifetime financial plans that factor in your short, medium and long-term objectives.