Testimonials

What do our clients say about us?

I am so grateful for the help and advice received over many years from Steve and his team. Suggestions and guidance are always honest and appropriate for my individual needs. Recently I have wanted to make my investments as ethical as possible. Steve has guided me through this and has taken further advice himself from specialists to inform his help to me. I am also always impressed by the availability of staff at FPB who are friendly, communicate well and are prompt to respond, always ringing back if necessary. I can strongly recommend FPB for all levels and types of financial advice.

CM Birmingham

My husband and I first consulted Stephen Royal over 20 years ago, upon the recommendation of our accountant, and over the years we have benefitted greatly from both his expertise, and his excellent advice. More recently, Steve has steered me successfully through an Equity Release procedure and I am most grateful for, and impressed by his experience in this field. In addition, I am most appreciative of Steve’s total commitment and ongoing support throughout.The members of Steve’s team follow his friendly and helpful example. For instance – if they say they are going to ring you back – goodness me – they actually do ! If you are looking for first class, informed advice, tailored to your particular needs, I have no hesitation in recommending Stephen Royal and his highly efficient team at FPB.

LL. Usk.

I'd like to thank Danny Norval and his exceptional team for all the help they have given myself and my husband. Danny has been our Financial Adviser for many years and over this time he has arranged mortgages and protection for both us and our grown-up children. We approached him to ask how we could release some equity from our home. We were initially unsure about using Equity Release as we'd heard terrible stories about these products. However, after Danny had patiently explained all of the different options available to us and we'd had in-depth discussions about the pros and cons of each one, we thought about it and decided it was a no brainer. We were very grateful for the patience shown in answering our hundreds of questions as we felt that this was a very big decision to make. Any queries we had were instantly answered and if for some reason Danny was out of the office he called us straight back. Whatever your situation, however hopeless it seems, Danny will never give up unless it's totally impossible. Both my husband and myself owe Danny a massive debt of gratitude. We would emphasise the importance of choosing a professional financial advice firm such as Financial Planning Business Limited to obtain honest unbiased information. It was perfect for us and we couldn't be happier.

Angela & Andrew R.

My husband and I are planning to retire soon and we needed financial advice. Obviously, it’s a mine field out there and I was very nervous about the whole thing. I recalled a conversation I had with a friend some time ago when he mentioned that he had a financial adviser. I spoke to him and he was very happy to recommend Danny Norval of Financial Planning Business Ltd who he had known for several years. We contacted Danny and he arranged to visit us at our home. We found him very patient, explaining all our options, contacting insurance companies and pension providers on our behalf so he could get all the facts and figures to advise us. He also found out information regarding our works pensions of which we were unaware, and all to our benefit. We felt comfortable with him, he spoke in terms that were easily understood, and we never felt any pressure from him to go in any direction. He gave us the information and the advice and let us make the decision about which way to go. Danny Norval has a wealth of knowledge about everything financial, his ethics and integrity shine through and I have no hesitation in recommending him.

Phyllis & Roger J.

Pages

Company address: Financial Planning Business Limited, First Floor Office, 5 Station Road, Cardiff, Wales, CF15 8AA

T: 029 2069 2003 E: info@fpbmoney.com

Financial Planning Business Limited is registered in England and Wales, Company No: 08103976. Registered Address: First Floor Office 5 Station Road, Radyr, Cardiff, CF15 8AA The guidance and / or information contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Financial Planning Business Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 25/07/2024.