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Fintrel – Protecting What Matters Most
Independent financial planning to help you make the most of what you’ve built and prepare for what’s next.
Benefits of Independent Financial Planning
Financial planning with no product bias
- You’ll work with a financial planner who acts only in your best interests – no sales targets or product ties
- You’ll get honest guidance that helps you make confident, well-informed decisions
- You’ll feel heard and involved, with planning shaped around what matters most to you
Gives you more peace of mind
- You don’t need to track every rule or regulation – we’ll simplify tax and pension planning so it’s easy to understand
- You’ll enjoy the life you’ve worked for, knowing your plan is working hard in the background
- You’ll have regular reviews to keep us in line with your goals and give you confidence everything’s on track
Freedom to focus on what matters
- You can spend time on the people and things you love while we handle the details that keep your plan running smoothly
- Your plan stays flexible, reviewed regularly and ready to adapt as life changes
- You’ll always have expert support when you need it and the confidence to make decisions that feel right for you
Supports better long-term decisions
- You’ll plan purposefully, not by guesswork – saving time, reducing stress and making smarter use of tax opportunities
- You’ll have the insight and confidence to act decisively when it matters with unbiased independent planning
- You’ll stay focused on the future you want for yourself and your family, with an expert team helping you see the bigger picture
Independent Financial Planners That Work For You
We’re completely independent. Every recommendation is made in your best interests – not on someone else’s business plan.
Your personal relationship with your financial planner and team means they’ll understand your ambitions in detail. Blending experience, technology and personal insight, they’ll help you make confident, well-informed choices about your money. And you’ll always get honest, unbiased advice – designed around you and delivered by the team you trust.
Insights & Articles
Industry insights and practical advice from our team.
SIPPs Explained – What They Are and How They Work
A SIPP is a personal pension that puts you in control. Choose shares, funds, bonds or even commercial property while…
What is an ISA?
An ISA is a tax-efficient wrapper for your savings and investments. Grow money without income tax or capital gains tax….
What Is a Pension Annuity and How Does It Work?
A pension annuity turns your pension savings into a guaranteed income for life, giving you peace of mind that your…
Are Ethical Investing and ESG Investing the Same?
Ethical investing and ESG investing share a purpose, but take different paths. Ethical investing starts with your values – avoiding…
Feel More Confident About Your Financial Future
With Fintrel, you can focus on your family and enjoying life while feeling more in control of your future. From family and inheritance to pensions, investments and your business, we’ll help shape your finances around what matters most. You can make sound financial decisions, backed by expert, independent planning that supports your goals.
While financial planning can feel complex, it doesn’t have to be. We’ll help you simplify the future and build a plan for more peace of mind for the years ahead.
Financial planning should feel personal, built around you and your values. And because life doesn’t stand still, we stay with you for the long run. We’ll be beside you as your family grows, your plans take shape and your wealth develops.
Latest News
Stay informed with company news and industry updates from the Fintrel.
Making Tax Digital Registrations Continue Ahead of First Deadline
Making Tax Digital is now live, but hundreds of thousands of eligible sole traders and landlords have yet to register…
FCA Consults on More Flexible Mortgage Lending Rules
The FCA is consulting on more flexible mortgage lending rules that could help creditworthy borrowers whose income or circumstances don’t…
New Figures Show the UK isn’t Saving Enough for Retirement
New Retirement Living Standards show most UK workers aren’t on track for the retirement they expect, with just 23% projected…
Investments can go down as well as up. You may get back less than you invest.
The information on this page is for general guidance only and is not personal financial advice.
Tax treatment depends on your personal circumstances and may change in the future.