Welcome to Basecamp Financial Planning Limited, an independent financial planning and advisory firm based in Derbyshire, covering the UK
OUR APPROACH
You are the focus of our business: You, your life, your family, your future.
We seek to understand you first - not just your current financial situation, but your mindset, values, challenges and vision.
This enables us to design a financial plan that excites and inspires you to take action to build a bright and secure future.
Who we help:
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Individuals & families
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Businesses
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Trusts
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Charities
The questions we help to answer:
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How much do I need to save?
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How do I grow my wealth?
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Will I have enough in retirement?
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Is my family protected if anything happens to me?
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How do I protect my assets?
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How can I invest ethically & in line with my values?
Lifestyle financial planning
We'll develop a financial plan based around your life aspirations - your dreams, ambitions, what you'd love to achieve now and in the future.
OUR FOCUS
Independent Financial Advice
This means that we work for you - we're on your side of the table when it comes to selecting any products (such as pensions, ISAs, investments) to help you meet your financial goals.
Ethical advice & ethical investments
Ethical means different things to different people. We ask questions to get to know what your values are. The financial plan that we develop for you, as well as any investments we may arrange for you, will always take into account your personal values.
The Financial Conduct Authority does not regulate Cashflow Planning.
“Life is about the journey, not the destination.”
It all starts with a cuppa and a chat.
Let's meet to find out a little (or a lot) about each other. That way, we'll both see if we're a good fit to work together.
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We call this the 'discovery meeting' and it's usually held face-to-face or online.
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During this no-fee, no-obligation meeting, we'll provide you with the information you need to decide if you want to progress to the next stage.
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Peter B, Staffordshire
I have known Paul since August 2021 and our business relationship and friendship has grown throughout this time. When I was looking for a Financial Advisor to help plan and organise my retirement, I was keen to find someone who would be professional, knowledgeable of the financial market place, a good listener, unafraid of sharing opinions, whilst retaining a friendly air in discussions. I have found all these things to be true of Paul and it is all wrapped up in a reassuring cloak of honesty that bears well in today's financial environment.
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TESTIMONIALS
Tina G, Derbyshire
I have always found Paul to be very professional, trustworthy and conscientious in all my dealings with him. He is very approachable and nothing is too much trouble for him to explain.
I would have no hesitation in recommending him to offer advice regarding investments etc.
Helen R, Staffordshire
Paul was strongly recommended to me as a financial adviser and I can do no better than to pass on that reference.
Without Paul’s help I would not have been able to retire early.
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