We have dealt with FPC for over 10 years and they manage our Small Self Administered Pension Scheme with skill and a high attention to detail. They have helped us make the most of the opportunities pensions have offered us and keep us up to date with changing legislation so we can plan ahead. We wish them continued success.

John Beesley
Managing Director, Beesley & Fildes Limited.

Beesley & Fildes Ltd are a Builders, Timber, Plumbers & Roofing Merchants with an unrivalled reputation for quality & service. They operate from six branches with delivery throughout the North West of England. Established in 1820 by Robert Beesley the business has been successfully passed down the generations and is now in its seventh generation of the Beesley family.

Our Engineering Company first started business in 1970 and now employs some 30 people, exporting our products and services around the globe. We were first introduced to FPC when sadly our accountant had to retire due to ill health and FPC brokered a deal between him and our new firm of accountants. It was obvious that both accountancy companies held FPC in high regard and took specialised financial advice from them. This impressed us for a start and when we too employed FPC we were not disappointed. My business partner saved £30,000 on his pension within the first few months.

It’s good to know we can now pick the telephone and get good unbiased advice on both business and personal financial matters. What value can you put on peace of mind?

Steve Howard
BEP Surface Technology Limited, Bury

BEP have decades of experience in electroplating and engineering. Committed to quality and product development, their innovative approach has secured them a broad customer base in the steel, glass, printing and packaging industries to name but a few.

FPC have been an integral part of our success for over 15 years.  When we met Mark and Moira our business was turning over £3 million with fifty staff, now we’ve over four hundred employees, operate from 17 branches and our turnover is over £40 million.  

FPC has been by our side as our lead advisers throughout that journey helping us deal with all the challenges that came along. Their straight talking and understanding of us as a ‘company’ and also as ‘individuals’ has meant that our planning has always been focused on the needs of both and we are really pleased that thanks to FPC we have achieved the financial independence we set out to secure and we continue to make progress all the time.               

Howard Warren & Charles Colton
Joint MD’s – CES (UK) Limited, Chester.

CES (UK) Ltd was established in 1984. Howard and Chas’s passion for cars and motor racing was mirrored by a passion for excellence and this has been reflected in the development of CES over the last 21 years. CES now operates from 17 sites and offers the widest range of exhaust and catalysts in the UK.

It was in the early nineties that our relationship with F.P.C. began. On looking back, what a lot of water has gone under the bridge. It's when I reflect over this period, I can see the influence F.P.C. has made at both company and individual level.

Initially we commissioned F.P.C. to rationalise the companies SSAS pension scheme and plan for founder directors individual needs - an area sadly lacking from the then current pension providers. Relationships with F.P.C. through satisfaction and trust extended to individuals, and as such my own personal portfolio is managed most successfully on an on going basis.

I regard F.P.C. as a true business partner, and even though my circumstances have changed the relationship is still as strong as ever. I compliment myself on having the business vision to employ the services of F.P.C. all those years ago.

Philip Evans
Former Software House M.D.

I have been running my business since I was twenty years old, and from some workrooms above a sweet shop the business has grown into an internationally respected company employing 180 people in Liverpool and Shropshire. Having been through a hard school I am particularly cautious when given advice on financial matters. Now, 50 years later, I am still cautious but I have to admit, having worked with FPC for 15 years, I’ve found a team to totally trust in financial matters. The help and advice they have given me has proved invaluable. Over the years I have met many of FPC’s clients, some of whom I have proposed, and all feel they have benefited from the professional and personal service they have received in the management of their financial affairs.

Harry Irving
Southport

Hi-Craft is a worldwide brand and its products are available in over 50 countries through retailers, superstores and by mail order. Now in its 3rd generation of ownership Hi-Craft is a market leader in pet accessory research and development.

FPC were introduced to me in 1992 by a friend whom I had served my time with in the early 60’s. He ran a successful business and had been receiving fruitful advice from FPC regarding investments, pensions, trust funds etc. He is now retired and living the life he has chosen, holidays, golf, nice cars and planning for his children and Grandchildren’s future.

I am pleased to say that my own business has been successful and that with FPC’s help I am following the same route.

Barry Connor
Jennor ( UK) Limited, St Helens

Jennor was established over 20 years ago and offers a complete office design service. Its client list now includes a number of the UK’s leading property firms, architects and consultancies and Jennor pride themselves on providing a quality reliable service that places a premium on customer satisfaction and the maintenance of a long term relationships with clients.

Founded in 1971 by myself and my business partner, Liverpool Fabrication Co. was a successful company with both of us happily beavering away and relying on our bank to provide pensions advice through their insurance service. My business partner and I were introduced to FPC during 1989 when we had doubts about our pensions.

FPC`s expertise and guidance took both of us away from our existing provider and re-located us with a new provider. During 1999, FPC helped me with a difficult business divorce and made it quite easy for me to purchase the 50% shareholding that I did not own.

FPC also advised my ex business partner and made it easy for him to retire from the company Mark, Moira and the team from FPC set our scheme up so that we both could draw excellent pensions in 1998.

Other help and advice has been given on pensions, tax matters, personal finance, investment and other financial matters.

I would have no hesitation in recommending FPC and their team.

Rod Steel
Liverpool Fabrication Co Limited

Liverpool Fabrication is Merseyside’s leading fabricator and provides a bespoke design and manufacturing service to the food, chemical, paper processing, power generation and general engineering industry. From pressure vessels, tanks and walkways to modern steel sculptures Liverpool Fabrication have the ability to create any steel product to suit a clients requirements.

My accountant suggested I contacted FPC when I needed to sort out the various pensions I had paid into over the years. I suffer from MS, which had started to affect my ability to work, and Moira and her team helped me to claim from my critical illness policy in 2004. They then found me the best annuity, giving me excellent, friendly service. Money well spent!

Glynis Mitchell,
Anglesey

Running a successful accountancy practice as a sole trader, I do not have the time or the expertise to properly advise my clients on the intricacies of pension and investment advice that my clients often require.

Having been in the profession for more years than I care to remember I have dealt with my fair share of independent financial advisers. I can say without exception FPC have unrivalled detailed knowledge and expertise in their field and I have no hesitation in recommending FPC and working with them to properly advise my clients.

Andrew McClusky
Moors Andrew McCluskey Chartered Accountants, Warrington

Moors Andrew McCluskey provide proactive accountancy advice to businesses, private clients and charities. With specialist experience in a wide range of industries from Construction through to Retail they offer a bespoke service tailored to a clients individual needs.

Before I became a client of FPC I made exhaustive enquiries about their status within the industry, something I always do with a new service partner. I found that they were a small, well established and respected company offering tailored financial advice to the private client. My dealings with them over the last eight years have been very beneficial. On my part they have handled complex tax issues with the revenue, tax planning, pensions (SSAS and SIPP) and a portfolio of investments all to a very satisfactory standard

Ernie Edmunds
Merseyside Metals Limited, Liverpool

Established in 1975 serving a broad range of engineering companies in the north of England.  Merseyside Metal Services Ltd or Merseymetals as they are known, are multi-metal stockholders.  They hold a wide variety of specialist metals and cut to order and deliver to their customers from their long established Liverpool base.  A family company in every sense with the management lead from their second generation of owners, with many of the staff having over 15 years service.

Having built up a £30m turnover business I sold it to a large US corporation before a brief spell as M.D. of a £100 million turnover travel business with 600 employees. I am currently doing non exec work for a selection of companies and have stakes in a number of developing businesses.

FPC were like a breath of fresh air. Quick, concise, and willing to avoid boring me with all the deeply technical bits – I am a big fan of FPC. The most praise I can give FPC is to say that I am much more relaxed and comfortable about my personal financial affairs than I was before they were recommended to me.

Nick Magoolagan
Yorkshire

I am very pleased with my independent financial advisor, with whom I have invested since about 1989. They really are independent, very friendly, thorough in discussing one's needs and both quick and rigorous in execution.

Dr Neil Richmond
Southport

I have been calling upon the services of The Financial Planning Corporation for more than 10 years, and during that time they have guided me through a series of complex issues including the sale of my business, pension planning and on - going investment advice.

I have always been impressed by their professionalism, thoroughness and reliability, and the excellent contacts they have within the financial markets and the legal profession enable them to speak with authority on a wide range of topics.

The Financial Planning Corporation are a company I would recommend wholeheartedly.

Geoff Millward
Alderley Edge

I have been with FPC since 1994. Mark, Moira and all of the team at FPC have always been a delight to deal with and not what you would normally expect from a firm of Financial Advisors.

Trustworthy, extremely knowledgeable in their given subject, they have handled all of my pension arrangements with great professionalism, and advised me on investment opportunities.

I have no hesitation at all in recommending FPC and indeed have done so on many occasions.

Selwyn Jones
Managing Director, Selwyns Travel Ltd

Selwyns Travel was founded in 1968 by the Father of the current Managing Director. It has grown to be a leading coach operator with a fleet of 72 vehicles and an enviable reputation for providing quality, reliability and value for money. Selwyns offers a range of transport solutions including corporate, private charter and tour planning throughout the UK and Europe.