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Peter Oddey has recently achieved an ISO 22222 – a globally accepted benchmark for individuals who provide personal financial planning. Read More »

What We Offer

We aim to offer all our clients:

• An efficient, first-class, professional service while retaining the personal touch
• The benefit of our years of experience and study
• A plan tailored to your specific requirements, reviewed and adjusted over time
• Research and administration backed up by the latest technology
• Assurance of our confidentiality and trustworthiness

Areas of Specialisation
We offer an all-round financial planning and advisory service, but we also offer specialist advice in the following areas:

• Tax planning
• Inheritance tax mitigation
• Retirement planning
• Occupational Pensions advice
• Investment advice and portfolio management

Please read our privacy statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate the activities of tax planning, estate planning or IHT planning.

Spectrum Financial Planning is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 433054