For over 40 years FPC has been helping business owners, senior executives and private investors achieve and maintain financial independence, provide for those who rely on them, and live life well. Our areas of expertise include specialist advice on investment planning, pensions, retirement planning, business exit or succession planning, estate planning, philanthropy, and managing major life changes such as bereavement or divorce. Our independent status means our clients get unbiased, best advice – always. FPC was also one of the first financial planning firms in the UK to be awarded Chartered Status in 2008. Regarded as the ‘gold standard’ in our sector, Chartered status demonstrates a high standard of professionalism and acts as evidence of our commitment to excellence for our clients, partners, and employees. New clients often approach us at a critical point when an event such as a potential sale of a business, life or career change or even just a big birthday triggers the desire to take stock and make sure they are making the most of their position. Financial planning isn’t just about numbers – it’s about people, relationships, and trust and we earn that trust through a continued determination to go above and beyond for our clients. To find out more about how we might be able to help you please do get in touch, and follow this page for news and updates from the FPC team
View Top Employees from Financial Planning CorporationWebsite | https://www.fpc.co.uk/ |
Revenue | $1 million |
Employees | 27 (20 on RocketReach) |
Founded | 1982 |
Phone | +44 1704 571777 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52399 Companies |
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The Financial Planning Corporation annual revenue was $1 million in 2024.
John Phelan is the Head of Operations of Financial Planning Corporation.
20 people are employed at Financial Planning Corporation.
The NAICS codes for Financial Planning Corporation are [52, 523, 5239, 52399].
The SIC codes for Financial Planning Corporation are [62, 628].