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About Pebble Financial

We are finance professionals

About

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.

Truted By

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’

Surrey Financial Planning - Background

How we help you achieve your financial goals

Pebble Financial Meeting
Discovery & Goal Setting

Uncover your financial picture and pinpoint your wants, needs and objectives to chart a clear path forward.

Pebble Financial Planning - We Design It
Developing Your Plan

Develop financial plan that addresses your needs, goals and objectives while unlocking your financial potential.

Pebble Financial Planning We Action It
Implementing Your Plan

Take decisive action to bring your financial plan to life, guided by expert support every step of the way.

Pebble Financial Planning We Manage It
Reviewing Your Plan

Regularly review your plan and if necessary, make adjustments to ensure you stay on track in order to achieve you goals.

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Pebble Financial are an independent, whole of market, Financial Planning and Wealth Management advice firm.

136 Beach Green, Shoreham,

West Sussex, BN43 5YA

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01273 525080

info@pebble-financial.co.uk

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Risk Warning - Your home may be repossessed if you do not keep up repayments on your mortgage or any other loan secured upon it. Commercial finance is not regulated by the FCA. Equity release will reduce the value of your estate, and may also affect your entitlement to means-tested benefits.  Please note that with investments the value may not be guaranteed and you could potentially get back less than originally invested.

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© 2024 · Pebble IFS Ltd · Pebble Financial All rights reserved. The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Pebble Independent Financial Services Ltd is an appointed representative of Best Practice IFA Group Ltd, registration number 223112 which is authorised and regulated by the Financial Conduct Authority.  Pebble Independent Financial Services Ltd is registered in England, no. 5861771.  Registered office Suite 20, Basepoint Business Centre, Little High Street, Shoreham-by-Sea, West Sussex BN43 5EG.

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