The path to the financial future you desire starts with the plans that you make today.
Who we work with
Welcome to Giles Turner Financial Planning we are an independent financial planning firm based in the heart of Sussex.
Wherever you are in life's journey we work in partnership with you to create and implement an achievable and fulfilling lifetime financial plan.
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We help our clients use their money to make a life instead of using their life to make money.
We are
Independent.
Single-mindedly Client Focused.
Thoughtful, caring and considerate.​​
We do
Life Centred Financial Planning.​​
We don't
Make predictions.
Make recommendations without a plan.
Attempt to time the market.
Our Process
There is no portfolio without a plan.
The process to transform your financial wellbeing is carried out in six simple steps.
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It's easy to get started with no obligation and no cost.
01
Getting to know you - Our initial meeting
Before taking any action, we take the time to get to know you. After an introductory call, we schedule an initial meeting where we can start to answer some of the key questions you have.
In this meeting, where there is no charge, we like to ensure we are a good fit, and that we are able to add value.
02
Information Capture - A deeper dive into your current situation
If you choose to continue working with us the next step is our fact finding meeting where we gather your current financial information so we can understand the position we are starting from.
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​We will also have a detailed discussion about your attitude to risk.
03
Comprehensive Investigation & Analysis
The next stage involves a period of analysis and research on our part.
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We’ll undertake a thorough review of your financial picture and work out what’s needed to ensure you reach your goals.
04
Proposal - Your bespoke Masterplan
We have established your current financial position, researched the whole of the market, and with the aid of specialist financial planning tools we create a bespoke financial masterplan to deliver on your objectives.
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We then present this proposal to you.
05
Implementation - Putting the plan into action
When you give us the green light to proceed we will then start the process of implementing your financial plan.
We will then take on the administrative tasks for you, implementing any changes we’ve agreed upon.
06
Review - Keeping the plan on track
We are dedicated to supporting our clients through all of life’s ups and downs. By working with us on an ongoing basis you can fully benefit from our services.
In the long term this is likely to be the most valuable part of the service you receive from us.
The Financial Conduct Authority does not regulate Cashflow Planning.
Meet Giles
When you book a meeting with us, you will work with the founder and Financial Planning expert, Giles Turner.
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Giles is a Chartered Financial Planner who will guide you through the planning process, helping you to achieve a more secure financial future, as he has done with many clients and their families over the last 20 plus years.