Pursuit Financial Planning
Initial consultation free
Restricted
We will listen to what you want to achieve, and if we can help you, we will let you know. You can then decide what is best for you.
Our advisors are qualified up to Chartered Fellow status, and our client feedback is available on VouchedFor.
We can advise you on
Clients
helped
31helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Paul McGregor
Director / Financial Adviser
Miss Kimberley Warburton
Senior Financial Planner
Mr Ben Urlotti
Associate Financial Planner
What our clients say
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Review from Verified Client
Ongoing support with a trusted advisor with no pressure to make changes but sensible
approach to our needs.We know we can make contact should our situation need to be
reviewed and appropriate,...
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Review from Verified Client
Paul has continued to follow original advice on how best to make my money work for me and
todate I have not been disappointed with the results achieved.
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Review from Verified Client
Paul keeps me updated with how the pension plan is performing and monitors any changes to
my circumstances
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Review from Verified Client
I receive regular updates from Paul. He is prompt to answer any emails I send. He has helped
me a great deal in ploughing through the minefield of pension information and put together an
easy...
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Review from Verified Client
I receive regular emails regarding current financial developments. My annual review checks
that my pension is still on track.
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Review from Verified Client
Excellent advice regarding early retirement and how our funds could sustain extra
expenditure.
Legal information
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