About Principle First Financial Planning
At Principle First Financial Services, we have taken the concept of financial advice to a new level.
Our focus is simple – to continually research the best and most effective methods of financial planning. With staff training and the use of technological development, we strive to improve the service and products we offer our clients. Unlike many financial advisers, we do not simply resolve one financial challenge for our clients. We take a broader view, and offer an entire financial plan - the OnePlan.
During the financial life cycle, as your financial needs evolve from buying your first mortgage, to arranging life insurance, through marriage, parenthood, and pension, Principle First remains with you, guiding you at every step.
OnePlan – Your Financial Space
As part of our drive to improve the service our clients receive, we have developed the OnePlan, which allows you to build, manage and control every aspect of your financial life and future in one space.
Start your OnePlan in seconds here or speak to an adviser on 0800 678 5929 who can guide you through it.
Sustainability
We have developed a comprehensive programme of financial planning centred on long-term client relationships and an innovative philosophy of sustainable investment. Sustainability is the cornerstone of our investment thinking. We have brought this new thinking into the financial world. We build strategies which are sustainable, grounded on long-term values as opposed to short-term opportunities. Visit the sustainovation area of our website
Chartered Financial Planners
Our strategy of constant innovation coupled with superb levels of customer service have made us one of the few financial advisers in the UK with the status of Chartered Financial Planner, the gold standard in the industry. We were awarded this title in 2008 by the Chartered Institute of Insurance. The award and title represents our professionalism and dedication to providing the highest levels of customer service and financial planning.
Our History
Founded in 2003, by Gareth Flanagan, we have had continued growth. Adapting the most efficient and technologically advanced research methods, we pride ourselves in ensuring our client’s financial planning needs are more than satisfied. We are proud of the strategy we have developed to become a leading financial advice company in the UK. Sustainability is a key ethic within our firm and we try to reflect this to our clients.
Our Future
One of the main objectives of our business model is to develop and manage our own investment fund. As a group objective we plan to develop this fund at the correct time, once our client bank is large enough. This fund will be totally focused on investing in sustainable investments that will benefit our children and contribute to the global health as well as the economy. Our sustainable fund will invest in industries that contribute positively to the environment and home in which we live. We will continue to keep you up to date in the future development of this objective.
Principle First Financial Services is regulated and authorised by the Financial Services Authority. Our firm reference number is 409667, and any details in regards to our firm can be found at www.fsa.gov.uk.
