8 Financial Planning
8F
Financial Advisors
8 Financial Planning
The Hangar, Telford TF1 6QJ
# 8 Financial Planning
8 Financial Planning is an FCA-regulated financial advisory firm based in Telford, Shropshire, serving clients across the UK. They specialise in working with successful business owners and individuals approaching or in retirement, offering a comprehensive approach to wealth management and financial planning.
The firm's core offering centres on creating detailed, personalised cash flow plans that project future income based on realistic assumptions about spending, inflation and investment growth. This enables clients to make informed decisions about retirement timing and spending capacity. Beyond planning, 8 Financial Planning provides wealth protection through appropriate insurance solutions, active investment management for wealth growth, and structured inheritance planning to facilitate wealth transfer to the next generation.
What distinguishes 8 Financial Planning is their commitment to independence and transparency. Operating on a truly independent basis allows them to source solutions tailored to individual circumstances rather than promoting proprietary products. Their fee structure reflects this philosophy—charges are agreed upfront based on case complexity, time requirements and demonstrated value, rather than commission-based or one-size-fits-all models.
The business also offers financial coaching for those seeking guidance without regulated advice, and provides employer-focused services including HR professional support. Their approach prioritises clarity and accessibility, with advisors dedicated to translating complex financial concepts into straightforward, actionable plans that empower clients towards genuine financial freedom.
8 Financial Planning is an FCA-regulated financial advisory firm based in Telford, Shropshire, serving clients across the UK. They specialise in working with successful business owners and individuals approaching or in retirement, offering a comprehensive approach to wealth management and financial planning.
The firm's core offering centres on creating detailed, personalised cash flow plans that project future income based on realistic assumptions about spending, inflation and investment growth. This enables clients to make informed decisions about retirement timing and spending capacity. Beyond planning, 8 Financial Planning provides wealth protection through appropriate insurance solutions, active investment management for wealth growth, and structured inheritance planning to facilitate wealth transfer to the next generation.
What distinguishes 8 Financial Planning is their commitment to independence and transparency. Operating on a truly independent basis allows them to source solutions tailored to individual circumstances rather than promoting proprietary products. Their fee structure reflects this philosophy—charges are agreed upfront based on case complexity, time requirements and demonstrated value, rather than commission-based or one-size-fits-all models.
The business also offers financial coaching for those seeking guidance without regulated advice, and provides employer-focused services including HR professional support. Their approach prioritises clarity and accessibility, with advisors dedicated to translating complex financial concepts into straightforward, actionable plans that empower clients towards genuine financial freedom.
Services offered
Cash flow planningInvestment managementRetirement planningWealth protection insuranceInheritance planningFinancial coachingEmployer pension adviceHR professional services