Welcome to Peach Financial
Established in 2001, Peach Financial have been helping people make informed financial decisions, in good times and challenging times. We pride ourselves on providing personalised financial advice to individuals, families and businesses.
Financial planning can appear complex, so at our initial meeting we will get to understand your current situation and needs. We will clearly explain your options to help you achieve your financial goals – whether they are short or long-term.
Service and trust are at the heart of our business, so we will meet regularly so we can keep up to date with your financial situation and explain any tax changes that may be of value to you. We are also available to support you at any time should the unexpected happen.
Our advice spans simple tax efficient savings and pension solutions, through to highly complex tax and trust circumstances where we will work with your chosen experts such as your accountant and solicitor.
We work with clients from all walks of life with a wide variety of financial planning needs, our team can advise on:
- Savings and investments
- Protecting your family
- Inheritance tax planning
- Tax efficient investment vehicles
- Pensions and retirement planning
- Creating plans to enable you to pass your wealth to your family
We welcome feedback from our clients, which enables us to improve our service.
Peach Financial is a well-established and growing business with the majority of our new clients acquired through recommendation. We believe this is a true testament to the quality of advice and ongoing service Peach Financial deliver, with a commitment to treating all clients fairly and courteously.
We are proud to be part of the Openwork Partnership, one of the largest financial services companies in the UK. They give all our clients reassurance as they guarantee every product we recommend. Our clients can benefit from the unique products Openwork are able to provide, due to their size and reputation.
In this guide, we aim to give you a broad overview on how we could help you with your investment planning.
