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  • Writer's pictureNoel Watson

Happy first birthday to Pyrford Financial Planning!

Introduction


After an application process lasting around seven months, Pyrford Financial Planning was authorised by the FCA on the 15th of May, 2023. Below, we reflect on our first 12 months and explain why we think there's never been a better time to run a boutique financial planning firm. We finally ponder what the future may hold.



Thank yous


We'd like to start with a few thank yous.


The first goes to our families - running a business is more than just a job, and it's fair to say that the last 12 months have had their fair share of ups and downs as we've got the business underway.


The second thank you is to our clients. There was always the chance that our existing clients might decide not to join us at the new firm, but we were genuinely surprised that everyone said yes. We explained that very little was changing - we'd continue to use the same investing approach and best-of-breed tools.


We consider our clients to be our friends and continue to learn from their experiences - we point out to potential clients that while we haven't personally retired, we have helped many through this transition.


We'd like to thank the team (Claire, Jo and Karen) for making our lives so much easier.


Finally, a big thank you to our former colleagues, peers, and mentors, who have been generous with their time and willingness to impart their wisdom.



What a time to be alive!


We think it's a great time to be running a boutique financial planning firm, with opportunities that just weren't available a decade ago.






Since we committed to content creation at the start of the year, our blog traffic has dramatically increased, which has led to more potential clients contacting us.




The future


We have many ideas for the future, but we have to accept that there are only so many hours in the day, and our top priority is to ensure we continue to deliver a top-class service to our clients. We both feel that there is so much opportunity for small firms in the U.K., and you only have to look across the pond at how some firms are marketing themselves:



We are not aware of many advisers in the U.K. doing the same, which excites us for the possibilities.



Want to find out more?


Please contact us if you want to become a client and join us on the journey.



About us


The team at Pyrford Financial Planning are highly qualified Independent Financial Advisers based in Weybridge, Surrey. We specialise in retirement planning and provide financial advice on pensions, investments, and inheritance tax.


Our office telephone number is 01932 645150.


Our office address is No 5, The Heights, Weybridge KT13 0NY.


Please note: This blog is for general information only and does not constitute advice. The information is aimed at retail clients only.


Although best efforts are made to ensure all information is accurate, you should not rely on this blog for your personal situation or planning.


The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

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