Welcome to Falke Financial Planning
What does your dream retirement look like?
Financial planning to help turn the life you imagine into a clear, achievable plan.
MORTGAGES & PROPERTY FINANCE
Whether you are purchasing your first home, moving property, releasing equity or reviewing your existing arrangements, we can help you understand your options and make informed decisions.
FINANCIAL PLANNING FOR BUSINESS OWNERS
Running a business brings unique financial challenges. We help business owners create strategies that balance personal goals, business objectives and long-term financial security.
PROTECTION
Protecting what matters most is an important part of financial planning. We provide advice on suitable protection solutions to help safeguard you, your family and your financial future.
FINANCIAL PLANNING
We create clear, personalised financial plans designed around your goals, helping you make confident decisions today while preparing for the future you want.
About Us
Meet Richard Pattison APFS
Chartered Financial Planner
Falke Financial Planning was created to provide clear, personal financial advice focused on helping people make confident decisions about their future.
With around 20 years of experience in financial services, Richard helps individuals, families and business owners understand their options and create a plan that reflects what matters most to them.
• Approximately 20 years financial services experience
• Equity Release qualification
• Long Term Care Planning experience
• CII Level 6 Business Financial Planning distinction
Why Financial Planning Matters
A clear path towards your goals
Life rarely follows a straight path. Whether you are approaching retirement, planning for your family’s future, or making important financial decisions, having a clear plan can help you move forward with confidence.
Financial planning brings together your pensions, investments, protection and wider goals, helping you understand your options and make informed decisions at every stage of life.
At Falke Financial Planning, we focus on creating a plan built around what matters most to you — giving you clarity, confidence and a clearer view of the future.
How can Falke Financial Planning help you?
Personal advice built around you
Everyone’s circumstances are different, which is why financial advice should start with understanding your ambitions, priorities and concerns.
Richard works with individuals, families and business owners to create practical financial plans covering retirement, investments, mortgages, protection and business planning.
Through clear advice and ongoing support, Falke helps you make confident decisions about the choices that shape your future.
FALKE FINANCIAL PLANNING
Helping you turn the life you imagine into a clear, achievable financial plan.
At Falke Financial Planning, we provide personal financial advice built around your goals, circumstances and future ambitions. We focus on clear recommendations and long-term relationships.
Our services include financial planning, retirement planning, mortgages and property finance, protection and financial planning for business owners.
Richard works alongside a wider support team through AD NFC to provide clients with the specialist support and expertise they need throughout their financial journey.
Our aim is to provide trusted financial planning that helps you make confident decisions today while preparing for the future.
Who Falke helps
Every financial decision is connected to your wider goals. Falke provides clear, personal advice designed around your circumstances, helping you make confident decisions for your future.
Approaching Retirement
Professionals & Executives
Business Owners
Individuals & Families
What We Do
At Falke Financial Planning, we provide clear and personal financial advice across the key areas that matter most to your future. Whether you are planning for retirement, making property decisions, protecting what matters or running a business, we help you understand your options and make confident decisions.
Trusted by clients who value clear, personal advice
Our Testimonials
Choosing a financial planner is a personal decision. Independent client reviews provide insight into the experience of working with Richard and Falke Financial Planning.
