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Welcome to Fidenti Financial Planning

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Main Services

Featured below are the ones our clients ask for most frequently.

  • service

    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money....

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  • service

    Pensions

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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    Mortgages

    A mortgage is a ‘secured’ loan, which means that the loan is secured against the property being ...

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    Protection

    There are events we can all face that have the potential to completely transform our lives.

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Financial Adviser Located in Swindon

Financial Adviser Located in Swindon

Welcome to Fidenti Financial Planning Ltd

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 07887 952 998 or email us at kevin.gaskin@fidentifinancialplanning.com and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Katie G

Kevin has been astutely helping me manage my financial affairs over the last few years. The decisions that we have made have been very important as I am approaching retirement. It has been imperative for me to maximise my potential retirement income. Kevin has given sound and profitable advice and helped me plan for a comfortable and stress free retirement. Thank you, Kevin.
 

Chris G

I used Fidenti to invest a lump sum in a Trust for my niece and was lost in what and how to do it. Fidenti found all the answers for me and made the whole thing so easy. Since then, the investment fund has continually climbed even in what was a fairly stagnant market. They are very professional but also take the time to really understand what you r needs and wants are, then they strive to make that happen. thanks for making my life easier and less stressful. I would highly recommend anyone to use Fidenti without hesitation.

Katie A

I couldn’t recommend Kevin enough, professional, knowledgeable, patient and just a very nice guy. Will be back to see him for any financial needs I may have. Thanks again Kevin

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WHERE WE ARE

07887 952 998

Swindon,


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