Why we started Pyrford Financial Planning
The seed for Pyrford Financial Planning was planted in 2018 when Noel and James met at a financial planning event in Dublin. They quickly discovered they shared a vision for how financial planning should be undertaken, and a passion for helping clients transition into and through retirement.
Realising that many individuals nearing retirement were struggling to find someone they could trust to guide them through this key life event, they left their previous financial adviser roles, formed Pyrford Financial Planning in 2022, and became authorised by the FCA in 2023.
Our goal is to be the firm UK retirees trust to guide them through this key stage of life.
Who we help
Clients typically first engage with us in their late 50s or early 60s, when they are giving serious consideration to retiring.
Given our retirement planning research, some of which is reasonably detailed and complex (sometimes unavoidable, given that we are dealing with the "nastiest, hardest problem in finance"), we often find those of an analytical nature tend to fit best with our retirement planning offering.
Our clients include retired engineers, city workers, accountants and software engineers.
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.
The Right Size
Pyrford Financial Planning is large enough that you're never reliant on a single person, yet small enough that you're never passed around.
Our Focus on
Adding Value
We take on clients only where we're confident we can add value well beyond our fees. If we're not the right fit for you, we'll say so.
The best tools for the job
We use market-leading retirement planning software — including Voyant and Timeline — to stress-test your plan and give you the clearest possible picture of your financial future.
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."
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Get in Touch
Registered Address: No 5, The Heights, Wellington Way, Weybridge, Surrey, KT13 0NY
Pyrford Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority, Reference no: 985418
Pyrford Financial Planning Ltd is registered in England and Wales, company registration no: 14319486
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