Shinfield Financial Planning

: 86-90 Paul Street, London, EC2A 4NE

: https://www.shinfieldfinancialplanning.com

: FCA Number: 1024843

Number of Employees

No. of Financial Advisers: 1
No. of Employees: 1

Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions.

I work through the Quilter Network as an appointed representative and provide specialist help on the following:

• Cashflow modelling to ensure your planning is sustainable and check if you have enough for the future
• Protecting your family and loved ones
• Inheritance tax (IHT) planning – planning for your family’s future
• Investment management - making the most of your investments and savings
• Retirement planning advice - when can you afford to stop working?
• Advice at retirement - the mechanics of retirement, what are your options?
• Later Life Care planning

Outside of work, with marriage plans for 2026 I am kept busy with a family of teens as well as the 3 dogs, alongside weekly karate training.

Criteria

Min Pension Fund Level: £300,000
Min Wealth Fund Level: £300,000

Fees

Initial Fees:

In Respect of Lump Sum Investments and Single Premium Pensions The fee is calculated according to the size of the transaction, as set out below:-

· Our typical charge for an investment of £500,000 would be £6,250, which is 1.25% of sum invested.
· Our typical charge for an investment of £1,500,000 would be £15,000, which is 1% of sum invested. (This would be the first £500,000 charged at 1.25%, the next £500,000 at 1% and the next £500,000 charged at 0.75%).

Minimum fees that may apply for the Initial Advice Fee is £3,750
For existing clients there is no minimum fee

If we recommend multiple products but implement these over an extended period, the total investment amount will be used to calculate any advice fees.

Ongoing Fees:

The standard fee for our ongoing service is 0.9% per year of the value of your product / portfolio invested. However, we apply a stepped charging structure for clients with higher amounts to invest, as follows:

Please note that as the fee is based the investment value, the actual amount we received will increase (or decrease) in proportion to any increase (or decrease) in the value of your portfolio.

Examples of Ongoing Fees

If your investments are valued at £500,000, our fee is 0.90%. Therefore, the annual payment to us will be £4,500.

If your investments are valued at £1,200,000, our fee is 0.83%. Therefore, the annual payment to us will be £9,960.

Minimum fees that apply for the Ongoing Annual Fees is £2,700

Initial Fees as % of investment:: 1.25%

Ongoing Fees as % of investment as annual charge:: 0.9%

Social Media

Shinfield Financial Planning is based in London, has one financial adviser in Financial Services. Shinfield Financial Planning is registered with the FCA (registration number: 1024843). You can check the firm registration with the FCA here.

Shinfield Financial Planning are approved by the FCA to give advice on:

Pensions & Retirements
Financial Planning
Investments
Mortgage
Equity Release
Life Insurance
Insurance
Commercial Insurance
Debt

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Shinfield Financial Planning from the Motorway

From the M1, take exit Junction 2 onto Barnet By-Pass/Great North Way/A1. Continue straight onto Barnet By-Pass/North Circular Road/Great North Way/A406. Follow the direction of North Circular Road/A406.
Make a slight turn to the right onto Falloden Way/A1, continue following the route on Falloden Way. Proceed onto Lyttelton Road, then continue onto Aylmer Road/A1.
Next, make a right turn onto Archway Road/A1 followed by another right turn onto St John's Way/A1. Then, make a slight left onto Sandridge Street/A1, continuing to follow the route marked A1.
Subsequently, turn right onto Highbury Corner and continue straight onto Canonbury Road/A1200. Please continue to follow the A1200 sign.
Merge onto City Road/A501. Then, turn left onto Old Street/A501/A5201, continuing to follow Old Street/A5201.
Next, turn right onto Singer Street. Please be aware that this route enters a toll zone. Parts of this road may be temporarily closed at certain times or days.
Finally, make a left turn onto Tabernacle Street. Tabernacle Street will curve to the right and become Paul Street. Your destination will be on your left.

List of advisers under Shinfield Financial Planning:

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Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.