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Checklist

When choosing a financial adviser, it can often be hard to compare the various offerings. Below, we have provided checklists to help in your decision-making process.

Retirement Planning Process

The checklists can be downloaded using the following links:​

Adviser checklist​

Firm checklist

Adviser checklist
Financial Adviser firm checklist
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Pyrford Financial Planning is a chartered firm
Pyrford Financial Planning is an accredited firm

No 5, The Heights, Weybridge, Surrey, KT13 0NY

01932 645150

© 2025 Pyrford Financial Planning

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Pyrford Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Reference number 985418.

 

Pyrford Financial Planning Ltd is registered in England and Wales, company registration number: 14319486; registered address: No 5 The Heights, Wellington Way, Weybridge, England, KT13 0NY.

 

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