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Established in 2009 following the closure of Grosvenor (FP) Ltd, Principal Financial Planning Ltd forms a comprehensive framework of financial service provision for our clients, underpinned by rigorous best practice. This framework has allowed other experienced practitioners to build their own practice within ours and means that we can provide a complete financial planning solution to both individuals and companies, drawing on these different specialist skills and experiences. Through this network of practitioners, the Principal brand is known and trusted by more than 2000 clients.

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Principal Financial Planning Questions

The Principal Financial Planning annual revenue was $1 million in 2024.

Manjeet Ratcliffe is the PA to Director and Office Support of Principal Financial Planning.

8 people are employed at Principal Financial Planning.

The NAICS codes for Principal Financial Planning are [52, 523, 52399, 5239].

The SIC codes for Principal Financial Planning are [62, 628].

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