About us
We are a Chartered and Accredited Financial Planning firm with a passion for helping individuals plan for a successful retirement.
Who we help
Clients typically first engage with us when they are in their late 50s or early 60s and are seriously considering planning for retirement.
Many of our clients were previously 'Do It Yourself ' investors or had an ongoing relationship with another financial adviser, but in both cases, they did not feel confident that they had a robust retirement plan in place.
Our Services
Frequent Questions
Frequent questions potential clients often have are:
We help answer the key question
Have I got enough money to enable me to live the lifestyle I want in retirement without fear of running out of money?
Why Choose Pyrford Financial Planning
We are Retirement Planning Specialists
You will be working with a financial adviser who specialises in retirement planning and has helped many people prepare for this key life transition.
We are Truly Independent
We are 100% director-owned, and no other firm has a vested interest in our business. We can, therefore, offer unbiased, Independent Financial Advice.
Our Experience
& Qualifications
Our advisers have decades of experience in financial services and hold both the Chartered Wealth Manager and the Certified Financial Planner™ designations.
Our Size
Pyrford Financial Planning is large enough to mitigate key person risk, yet small enough to provide each client with a personalised service.
Our Focus on
Adding Value
We only take on clients who are a good fit for our retirement planning service and also where we can add significant value to their situation.
Our Ongoing Investment
We continually invest in ourselves and the business. We use market-leading retirement planning software to ensure you have the best retirement outcomes.
What our clients say
MR & MRS P - SURREY
"I remember one afternoon randomly thinking we need to do something about our pensions. I googled and lo and behold, selected you as I liked your profile best, and you were fairly local. There the story begins!
We are enjoying the first day of our partial retirement, and we both can honestly say we would not be here without your help and expertise. You have always made us feel so comfortable talking about the often sensitive subject of money! You helped us get on the straight and narrow again, with your sage advice, which we have always followed!
You have always been straight talking and empathetic, even when we have made bad decisions. You have made us see the wood from the trees."
J.W. DAVIS - SURREY
"I wish I had found this service before – I think, like many people, I had kept my head in the sand and hoped that everything would work out alright, but now feel much more confident that I’m on the right track, that what I want to do is achievable, and that my future is as secure as it can be in this era of uncertainty."
MR. H - NORFOLK
"I can't thank you enough for all the advice and support you have given me over the years. I really think that my ability to retire in relative comfort is purely as a result of you picking up my request all those years ago.
You should be very proud of what you have achieved over your career and continue to do so. In my case, you have created a company that makes my life secure for the future. If you translate that to all your clients, you should glow with pride."
MR. & MRS. H - SURREY
"In the process of building the plan Noel identified several areas that should be addressed which increased our net income in the short term and in the long term would enable us to achieve our goals. These areas had been overlooked by a previous adviser.
We now feel reassured that we have a robust plan in place alongside a vision for our financial future."
Schedule an Introductory Meeting
Our tried and tested retirement planning process is designed to give you clarity and peace of mind.