About Us
We simplify finances, centred on you
5 Talents Financial Planning was founded in 2021 with one clear vision; to provide independent, client-centred financial advice with a focus on integrity.
With 5 Talents, your finances are in safe hands
We offer a range of services which are designed to help you as you progress from the early part of your working life, through to later working life and into retirement. We don’t stop there, though. We also offer additional services to encompass your estate as a whole, as well as the impact on your family members and possible tax implications.
How it all began
Our founder, Richard French, established 5 Talents Financial Planning in 2021 as a way of offering financial advice in stages made up of Protection, Investments, Retirement Planning, Estate Planning, and Tax Planning.
Richard is an independent financial advisor with over 20 years’ experience and he holds a level 4 Diploma for Financial Advisors (DipFA). Richard’s level of expertise, his “5 Talents”, means he works closely with clients over the long-term to advise them on the best possible financial options which suit their specific needs.
Our Values
At 5 Talents Financial Planning is built on values that are a direct reflection of our Founder’s personal values and they form a fundamental part to our client-centred approach at 5 Talents:
Compassion | Simplicity | Integrity | Independence | Long-term Service
We pride ourselves on our integrity and we aim to make all our financial advice as simple as possible for clients to understand, and centred on your individual goals, so you can have full peace of mind about the future.
Request a free consultation
Simply provide your name, email address, and phone number to request a free and confidential consultation.
We will review your request before following up by phone or email with a choice of dates.
We can do your initial consultation over the phone or on a video call, whatever works best for you!
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