PODIUM FINANCIAL
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Independent Financial Advice

We are here to help advise you on all aspects of your finances and offer a comprehensive financial planning service with the focus on outstanding client care.
​We specialise in the following areas:
  • Retirement planning and guidance
  • Investment planning and reviewing the tax efficiency of portfolios
  • Protection
  • Estate Planning and inheritance tax mitigation
  • Long Term Care​
  • Other related financial services​​
Please note that the Financial Conduct Authority does not regulate Estate and Inheritance Tax planning
Your financial health matters to us
Our vision is to create financial security for you by providing advice that is both tailored to meet your needs and designed to give you the confidence to pursue your dreams. 

​We offer transparent, sound and personalised financial solutions to meet your needs and objectives. We ask and listen to you to ensure that our solutions cover every aspect of your financial life, and can adapt to your changing needs.

Our aim is to provide a friendly, professional, and exceptional level of customer service by putting you at the centre of everything we do, in order to build strong, mutually beneficial, long term relationships.
The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.
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Regulatory Statement

Podium Financial Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Podium Financial Limited is entered on the Financial Service register (www.fca.org.uk/register) under reference number 912928.
Registered Address: Rangers, Weycombe Road, Haslemere, Surrey GU27 1EL. Registered in England & Wales No. 12144064.
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
Photo used under Creative Commons from Brian Travelling
  • Home
  • About
  • Our Advice Process
    • Privacy Policy
  • Our Services
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Protection
  • Client Reviews
  • Contact
  • News Articles