• A photo of some woodland with the sun streaming through

    Our Charter

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At Somborne Financial Planning we believe it is fair that you know what you can expect from us. We commit to be;


We will only offer advice where we are completely happy that we fully understand your personal situation, goals, and future aspirations. We will make fullest use of our experience and technology to analyse your situation and to offer appropriate advice.


A primary motivation for establishing this business was to enjoy trusted long-term relationships with clients who will value our service. If your personal circumstances are such that we don’t believe we can add value to you we will tell you. We would rather use our knowledge of the marketplace to introduce you to an alternative and more appropriate service than try and act as all things to all people and risk compromising our service to our clients.


We will be open in all our dealings. A first meeting with potential clients is at our expense but subsequent advice, implementation, and review is chargeable. The level of fees will depend on the nature and complexity of the work being carried out and will be fully disclosed in every instance prior to any charge arising. Our clients are free to stop using our services at any time without penalty.


To many the prospect of a financial review is daunting. Littered with jargon and the subject of constant regulatory change it is easy to understand why many choose to neglect their financial affairs. At Somborne Financial Planning we’re pleased to spend time with our clients and will explain our plans in plain English. Our aim is to help you make informed decisions.


We understand that your finances are personal to you and contain information that needs to be protected. We are licensed under the Data Protection Act and have stringent procedures in place to protect all sensitive data and ensure that our staff receive appropriate regular training.