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    Find out more about who we are and how we've started.

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    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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    We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

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    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed.

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    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.

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    There are events we can all face that have the potential to completely transform our lives. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you – we hope it doesn’t – but it might.

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    Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.

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

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    • Savings & Investments
      • Introduction To Savings & Investments
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      • Introduction To Financial Planning
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      • Introduction to Wealth Management
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    • Taxation
      • Introduction to Taxation
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    • Protection
      • Why Protection is Important
      • Life Assurance
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      • Private Medical Insurance
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    • Business Protection
      • Introduction to Business Protection
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      • Share Protection
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    • Mortgages
      • Introduction To Mortgages
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    Find our Mortgage Calculators here.

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  • Home
  • About Us
    • Our Company
    • Newsletters
  • Services
    • Savings & Investments
      • Introduction To Savings & Investments
      • Capital Investment Bonds
      • Junior ISAs
      • National Savings Products
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Fixed Interest Investments
    • Financial Planning
      • Introduction To Financial Planning
    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Personal Pensions
      • Stakeholder
      • State Pension
      • SSAS
      • Executive Pension Plan
      • SIPP
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Mortgages
      • Introduction To Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Buy-to-let
  • Testimonials
  • Calculators
    • Mortgage Borrow Calculator
    • Overpayment Calculator
    • Stamp Duty Calculator
    • Mortgage Repayment Calculator
  • Useful Links
    • Research Links
    • My Portfolio
    • Market Data
  • Contact Us

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  • Home
  • Our Company
  • Research Links
  • Mortgage Borrow Calculator
  • My Portfolio
  • Overpayment Calculator
  • Market Data
  • Newsletters
  • Stamp Duty Calculator
  • Testimonials
  • Mortgage Repayment Calculator
  • Contact Us
  • Introduction To Financial Planning
  • Introduction To Savings & Investments
  • Retirement Planning
  • Introduction To Mortgages
  • Introduction to Wealth Management
  • Capital Investment Bonds
  • National Employment Savings Trust (NEST)
  • Relationship Management
  • Mortgage Repayment
  • Occupational Pensions / Auto Enrolment
  • Trust Information
  • First Time Buyer
  • Junior ISAs
  • Annuities
  • Lasting Power of Attorney
  • Remortgaging
  • National Savings Products
  • Income Drawdown / Unsecured Pension
  • Standard Variable Rate Mortgages
  • Personal Pensions
  • Fixed Rate Mortgages
  • ISAs
  • Stakeholder
  • Tracker Mortgages
  • Equities
  • State Pension
  • Cashback Mortgages
  • Collectives
  • SSAS
  • Unit Trusts
  • Executive Pension Plan
  • OEICs
  • SIPP
  • Buy-to-let
  • Introduction to Taxation
  • Why Protection is Important
  • Introduction to Business Protection
  • Fixed Interest Investments
  • Income Tax
  • Life Assurance
  • Key Person
  • Capital Gains Tax
  • Family Income Benefit
  • Share Protection
  • Inheritance Tax
  • Income Protection
  • Directors' & Staff Benefits
  • Private Medical Insurance
  • Income Protection
  • Critical Illness
  • Relevant Life Cover
  • Employers' Liability
  • Professional Indemnity
  • Kevin Gaskin
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Privacy Notice

Registered address: 25 Castle Street, Cirencester, GL7 1QD.

Registered in England and Wales under reference 09468717 

Fidenti Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited  is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 440703.

The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited 24/11/2025.

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