About Pebble Financial
We are finance professionals
ABOUT
Making the Finance Space that bit Simpler
Pebble Financial is a Financial Planning advice firm which was formed in 2006.
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We are independently owned and as such provide completely impartial, holistic financial advice. We take the view that Financial Planning is not about the sale of a financial product, it should be about building and maintaining a meaningful and ongoing client relationship.
Our process and areas of advice typically cover mortgages, income protection, protection, pensions, savings, investments, tax and trusts.
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Clients of Pebble Financial benefit from access to our state of the art technology allowing them to gain access to all of their financial information via our secure web portal.
Our mission statement is simple...
‘To enable our clients to achieve financial prosperity by providing professional advice, ongoing reviews and management of their financial planning’
How we help you achieve your financial goals
Discovery & Goal Setting
Uncover your financial picture and pinpoint your wants, needs and objectives to chart a clear path forward.
Developing Your Plan
Develop financial plan that addresses your needs, goals and objectives while unlocking your financial potential.
Implementing Your Plan
Take decisive action to bring your financial plan to life, guided by expert support every step of the way.
Reviewing Your Plan
Regularly review your plan and if necessary, make adjustments to ensure you stay on track in order to achieve you goals.