We believe in investing for people we know
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At Pallant Independent, we get to know you before we advise on how to shape your financial future. As bespoke financial planners, how else can we gain a complete understanding of your aims and objectives?


We believe that your future is too important to leave it to chance

One of the most important aspects of providing financial planning is to genuinely understand your aspirations, whether for yourself, your family, your company or a trust. Only when we truly understand these can we offer any form of financial solution.

We do not merely recommend financial products. Our solutions may be to simply help you achieve a clearer understanding of your existing investments, or to help you manage them.

Our advice covers all aspects of financial planning and has a particular emphasis on cash flow planning.