Louise Pepper

APFS

Director & Chartered Financial Planner

BA HONS Accountancy and management

Redefining financial Planning

Our clients

We support affluent and high net worth individuals seeking dedicated, independent, expert financial planning. Our clients’ financial affairs are usually more complex and they require extra time and due diligence.

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Our philosophy

We provide bespoke, proactive financial planning for all our clients. This means we only work with a select number, so we can guarantee expert, tailored, personal support.

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Our expertise

We hold advanced level qualifications in financial planning and are one of the few advisers in the UK to be awarded Chartered status. We are experienced in providing advice regarding the Lifetime Allowance and occupational pension transfers.

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Proud to be chartered

Chartered financial planner accreditation is a recognised gold standard within the industry.

Chartered Financial Planners:

  • Are the most experienced professionals
  • Must demonstrate superior knowledge
  • Continually update their knowledge
  • Adhere to a strict code of ethics

'Only about 10% of Finacial Advisers hold this title; those that do are the most qualified professionals in addition to having the best experience.'

Wikipedia

'Independent research shows that consumers recognise and value the Charter marque as an indication of merit, capability and commitment to ethical practice.'

The Personal Finance Society

'All Chartered Financial Planners have completed degree level professional qualifications and have at least five years’ experience.'

The Personal Finance Society consumer leaflet

‘Louise took great care in fully understanding our requirements and provided a thorough analysis of all available options. Attention to detail was very re-assuring as everything was clearly summarised and qualified through every stage of the process. The research carried out is right up-to-date and gave us confidence to proceed knowing that everything will be actioned with our best interests in mind. Speed of response to any questions is very prompt and addresses any area of concern very effectively. It is clearly evident that Louise places great emphasis on keeping up with the many changes that are happening and we find her very dedicated and kind hearted.’

Alistair, Maidstone