Savvy Financial Planning
We, Rachel and Zanne, started working together in 2002 and took the move to strike out on our own in 2009. That’s when Savvy Financial Planning was born.
Women have been in charge of the purse strings for generations, yet only a very small percentage of financial advisers are female! We have a different approach to financial planning because we think differently, we feel differently and we take things personally.
We have a few ‘individual’ clients, but we mostly work with multiple generations of the same family. Wealth Management, Long Term Care and Inheritance Tax planning for the older family members, pre and post retirement for the next generation, down to school fees planning, early pensions and junior ISAs for the youngsters.
We have beautiful offices in Tarrant Hinton with ample free parking. Clients travel from all over to come and see us and it’s great to be able to recommend local places to eat and visit while they are here, although we do try to avoid ‘Steam Fair’ season!
We have an excellent team who go the extra mile for us and our clients. You only have to see the testimonials on our website or the trading standards website to see what people really think of us.
We offer a FREE, without obligation, initial meeting and a reduction in our usual fees for BBC members.