Here to help
At Estate Financial Planning, our mission is to help you achieve your financial goals with clarity and confidence. We believe financial security is more than just numbers — it’s about creating a life of meaning, purpose, and peace of mind.
Our approach is straightforward and supportive. You tell us about your current situation, your aspirations, and when you’d like to achieve them. Then we work with you to develop a practical, tailored plan that aligns with your unique objectives. We’ll walk through it together, discuss the options, and agree on the course of action that feels right for you.
While all final decisions are yours, we’re here to offer expert, jargon-free advice — guiding you through every step of your financial journey, now and into the future.
Our Services
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Savings and Investments
From childhood, most of us are told to put away money to save for the future.
Mortgages
Mortgages are one of the largest single transactions in most people’s lives.
Wills & Trusts
If you die without a Will, then the government will decide who will inherit your estate.
Testimonials
“Clive has been attentive and approachable throughout. He continues to give sound advice and is our first port of call for financial planning issues”.
J Carter, client since 2020
“Richard and his team have been consistently and readily available to monitor, advise and undertake actions to meet my goals for my fund. Further, they have been excellent in advising and explaining expected advantages in the transfer to a new platform. Richard has given excellent advice on pension drawdown and any tax implications”.
EBR, client since 2017
“The team members I have met so far or spoken to on the phone have been outstanding. Professional, slick and with a huge dose of their own personalities on top! Clive was incredible at getting me to describe my perfect day if money wasn’t an issue and is going to show me how we can make that happen. He listened to me. Understood my circumstances and has given me hope”.
T Cooper, client since 2023
Want to know more?
To find out more or to arrange a meeting with us, please
call 01306 886 278, or email admin@efp.london