Financial Planning

Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, we believe your future is more than just finances; it's about the life you want to lead.

Our approach

Our experts understand that your goals and ambitions are unique. Whether you require ad-hoc advice or a long-term strategy to manage your future finances, we are here to support.

During these unprecedented times, we are working hard to offer you effective advice and actionable support. We want you to be in control of your personal finances throughout this pandemic – including pensions, retirement funds, personal cash flow planning and investment portfolio management.

Our services

Our teams

Our advisory teams are extremely capable, personable and well qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.

Their clients have recognised these planners for their advice and services provided on the UK's leading review site for financial advisors, VouchedFor. Together they have received an overall rating of 4.8 out of 5. 

(You can view the feedback for our clients here - https://www.vouchedfor.co.uk/firm/2261-mazars-financial-planning )

We are ranked as one of the top 5 Financial Planning firms by the Financial Times  and this year were awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year and the Gold Standard Award for Independent Financial Advice for the eighth year running.

These planners have been recognised by their clients for their advice and services provided on the UK’s leading review site for financial advisors, VouchedFor. Together they have received an overall rating of 4.8 out of 5. 

You can view the feedback for our clients here - https://www.vouchedfor.co.uk/firm/2261-mazars-financial-planning  

We are ranked as one of the top 5 Financial Planning firms by the Financial Times and this year were awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year and the Gold Standard Award for Independent Financial Advice for the eighth year running.

Get in Touch

If you would like to know more about how we can help you mange, plan or invest for your future, please get in touch.

Contact us today

Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:

In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT
By Phone: 0121 232 9605
By E-mail: mfp.compliance@mazars.co.uk

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk