8 Financial Planning Limited

Please visit www.8fp.co.uk for more information. Based in Shropshire (with a nationwide reach), we help people on their journey to financial independence. We work exclusively with business owners and people approaching retirement, creating bespoke financial plans that enable them to realise their ideal future. This often means advising in the following areas: – Protecting their wealth using insurance, where required – Managing and growing their wealth using investments – Planning towards their retirement – Passing on their wealth We often ask our clients to develop a bucket list of what they want to experience during their lifetimes. A few years ago, our founder Rikesh took this concept and asked himself “What would be on my bucket list when it comes to delivering meaningful financial planning?” Since then, the ‘planning bucket list’ has evolved into something that’s truly shaped the company we are today: 8 key principles that are integral to the firm – and that’s how our name...