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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

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Download the first chapter of our book:

Sign up for our free mailing list and receive the first chapter of Noel's book, Planning For Retirement: Your guide to Financial Freedom.

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No 5 The Heights Weybridge KT13 0NY

01932 645150

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© 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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