Falke Financial Planning helps individuals, families and business owners make informed financial decisions across pensions, investments, retirement planning, protection, mortgages and commercial finance.
We believe financial advice should be clear, professional and focused on the client’s best interests.
At Falke Financial Planning, we combine personal service with modern planning tools to help clients understand their options, make informed decisions and plan with confidence.
A key part of our approach is cashflow forecasting through Voyant, widely regarded as the gold standard of cashflow forecasting.
Falke Financial Planning is led by Richard Pattison BA (Hons) Dip PFS, who is working towards Chartered status. He has achieved 90 of the 120 credits required, passed advanced papers in Holistic Financial Planning, and achieved a distinction in Business Financial Planning, as well as qualifications in areas including Equity Release and Long Term Care Planning