About Us

Peak Financial: Combining experience and innovation.

Experience ? Years of professional Independent Financial Advice for clients requiring retirement, investment, protection, mortgage and tax planning solutions.

Innovation ? A modern, real time offering that puts our clients in control, potentially reducing costs, providing huge choice whilst maintaining simplicity.

Independent: ‘free from the influence or control of others’. Mortgage Brokers

Complete selection of deals from almost every lender. Healthcare

Access to life insurers and all their products. Savings

Compare all bank, building society and investment house options. Pensions

‘Jargon busting’ advice on every type of retirement scheme. Tax Planning

Fully utilise allowances and avoid the traps.

Want to know more?

Call us for a friendly chat on 01625 873 777 or email: info@peakfinancialplanning.co.uk