Professional advisers

Working with professional advisers to meet their clients’ unique needs.

Providing a joined-up service

We work with a select number of professional advisers, such as solicitors and accountants to provide a seamless, joined-up service.

There are many ways in which we can enhance the service that you provide to your clients. For solicitors, we can help divorcing clients to reach a financial arrangement based on cashflow forecasting. We can also support business owners with their financial planning after you’ve sold their business. In addition, we can help any client who comes into money,

for example through inheritance or personal injury claim, to achieve their life goals.

For accountants, we can help your clients with their personal tax planning, particularly those in complex financial situations, which involve their business.

Rest assured, we only work with advisers who want to deliver a completely holistic service to their clients and have the same standards of client care as we do.

Working with you to provide a unique service

  • Effective cashflow planning reports
  • Investment planning to match your clients’ needs
  • Retirement planning to achieve your clients’ goals
  • Pension planning for the retirement your clients’ want
  • Mortgages, including commercial lending
  • Insurance to support your clients’ family, if the worst happens
  • Estate planning so your clients can pass on their wealth
  • Tax planning to make sure clients’ pay as much tax as is necessary
  • If you are a professional adviser and would like to discuss ways in which we can support you to deliver a holistic service to your clients, please get in touch.

    Initially, I approached Paul for help with a mortgage, but we're now looking at where to best place my savings and my future planning for retirement. I've received sound and elaborate advice.

    David Beugelsdijk


    Client since 11/02/2016

    Paul has always worked hard to research the full market to find the right mortgage deal for me. Paul is not affiliated to any lenders so I always get the most competitive rates available. I receive completely impartial financial advice which is tailored to my personal needs.

    Alan Shrubsole


    Client since 14/06/2013

    Paul explained everything very clearly and took the time to find out about my financial history so he could better understand what would be the best option for me.

    Diane Daniels


    Client since 24/07/2019

    Paul was recommended to us to help with Inheritance Tax planning. The service exceeded our expectations and we have been pleased with the outcome.

    Carole Pettipher


    Client since 20/09/2019

    Paul was very honest and open and made sure that I understood every step. There's nothing that he could have done better.

    Sarah Simpson


    Client since

    Fingerprint Financial deal with our pensions, insurances, mortgages, long-term planning and Inheritance Tax planning. Paul's experience and knowledge in all these areas has been invaluable in ensuring our financial outcome and future is secure, planned and constantly managed.

    Simon Yiakoumi


    Client since

    Shane, Helen and the entire team at Fingerprint was and have always been very helpful, honest, fair and kind. Thank you so much for helping me!

    Whitney Henry


    Client since 30/08/2018

    After some time worrying about my pension, Fingerprint Financial Planning has located pensions I would never have found. I'm very happy with the good service and would recommend to friends and family.

    Stephen & Louise Johnson


    Clients since 01/08/2019

    Absolutely fantastic service. The staff are amazing, friendly but very professional and quick to respond to any questions. We would thoroughly recommend Fingerprint to anyone requiring financial advice.

    Diane & Trevor Daniels


    Clients since 24/07/2019

    Excellent service. This isn't just a mortgage broker or a financial and wealth planner, this is a full service financial advisory service. The staff are friendly, efficient and work at pace. In today's world of ticking boxes and scripted replies, it's refreshing to get a personal touch.

    Duane Bridger


    Client since 14/03/2019

    Highly recommended. Professional, friendly people who are very knowledgeable and helpful. They put your mind at ease because they know their stuff.

    Karen Watson


    Client since 01/05/2019

    Fantastic service, very professional, informative and probably the best service I have received in this field. Good people, ethical and would certainly recommend them as a business to anyone!

    Ali Baghdadchi


    Client since 01/05/2019

    Truly friendly, professional, dedicated to one's strategy.

    Ml Mena


    Client since 09/11/2018

    Very clear and concise, every step of the way when dealing with our remortgage requirements. Big thank you especially to Paul, and to Harriet. Highly recommended.

    Luke & Jess Armour


    Clients since 10/07/2019

    I have used Fingerprint Financial Planning a couple of times now to set up a new mortgage or to remortgage for a better deal. On every occasion, they have been professional and accommodating, and importantly carry out the donkey work of looking for the best deals on the market - all for a reasonable one-off fee. Highly recommended!

    Matthew & Anna Southwood

    East Grinstead

    Clients since 02/10/2018

    From start to finish the guys at Fingerprint Financial were incredible! They ensured my mortgage went through smoothly and continued with their professional support right up until I was settled in my new home. Responsive customer service from Victoria, who I highly recommend to all my friends and family and will continue to use in the future myself.

    Sarah Coe


    Client since

    I received a very good service from Fingerprint Financial Planning and would recommend them to anyone.

    Dave Hodson


    Client since 24/07/2019

    Exceptional service once again, quick, efficient and smooth service as always.

    Grant & Gemma Edwards


    Clients since 05/09/2019

    I have been using Fingerprint Financial Planning for four years now. The team are extremely helpful and friendly and I would highly recommend them.

    Daisy Barr


    Client since 09/11/2016

    I cannot praise this company enough. Especially, Shane Brockwell - he is my hero! At a time when there was so much stress in my household, Shane arrived, calmed me down, almost immediately saved me £230 a month on my mortgage payments and has found a far better product for when I am ready to buy our new house. Thank you, Shane and Co. You rock!!!

    Sarah Palmer


    Client since 17/11/2019

    Shane and the team are very knowledgeable and efficient, managing to find me a mortgage on a property that had its complications. I was very happy with the professional service and would absolutely use them again. Recommended!

    Isabel Pritchard


    Client since 19/07/2019

    I am a landlord with four properties as well as my own home and have used Fingerprint Financial Planning for all my mortgage needs for over 10 years. They are knowledgeable, efficient and incredibly supportive. I would certainly recommend them.

    Noel Vengan


    Client since 17/06/2009

    I thought I was fairly money savvy, but after speaking with the small, really friendly non-judgemental team, they gave me other options I had not thought about. Fingerprint Financial Planning's advice has put me in a great place. With very important financial decisions small or large you can trust Fingerprint for the very best advice and service.

    Peter Jones


    Client since 31/05/2019

    Friendly and competent staff. Fingerprint Financial Planning treats you as a valuable customer. A pleasure to work with this company. Always available on the other side of the line. Regular feedback. I can highly recommend Fingerprint.

    Suzette Datema


    Client since 02/05/2018

    A great service that I have used a few times, and I can't recommend highly enough. Always someone who is happy to answer your calls and help you. They also get back to you in a timely manner...a refreshing approach to business.

    James Hollands


    Clients since 02/04/2019

    Right from the beginning to the very end, Shane and his team have been very helpful. Giving me the best advice and looking for a suitable mortgage deal. Many thanks, guys!

    Tony Ejoh


    Client since 02/08/2019

    Great team and very helpful. Made the process of buying our house a lot easier.

    Rebecca Zacharow


    Client since 17/04/2018

    An absolutely outstanding company. I got introduced by a friend years ago now and I have been using them ever since. The team in the office are all very polite and helpful, nothing is too much trouble. If you’ve not used Fingerprint Financial Planning yet, it’s time you did!

    Gary Macey


    Client since 15/07/2015

    They go out of their way to help and make you feel valued.

    Amy Singh


    Client since 09/07/2017

    Excellent service; highly, highly recommend this company.

    Lisa Cole

    Client since 22/02/2018

    We have been working with Shane at Fingerprint for the last three or so years. Our needs have not been straightforward but Shane has been there 100% for us, organising the best mortgage deal and brilliant life insurance cover. We couldn't recommend him and Fingerprint Financial Planning enough - thank you!

    Sharon Henry


    Client since 19/07/2019

    Highly recommended, friendly and very personal service. Thank you!

    Cody Squire


    Client since 02/01/2018

    I would most definitely recommend this company to anyone wanting financial advice or mortgages, as the deals they can get are much better than you could find independently... Thank you so much again for all of your help and advice.

    Paula Smallwood


    Client since 28/03/2019

    Absolutely fantastic; very, very high standard of customer service; exceptional knowledge; very friendly and easy to talk to an adviser. I would recommend them to anyone; Fingerprint, you have gained our trust and loyalty. Thank you.

    Kat Nowak


    Client since 10/01/2019

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