A little about us

Financial Planning Tools was borne out of frustration!

Within the advice sector there was not one source or site that offered an unbiased set of calculation and planning tools – some were available but typically hidden in various providers web sites.

With the advent of the forthcoming Retail Distribution Review - advisors must be able to define their service offer to their clients, we designed this website with that thought in mind, allowing you the advisor to establish and formulate client plans and reports based on applied calculations.

We established FPT to take the best of what was currently available and add a retirement planning tool (cash flow modelling) to capture as an exec summary your clients' position both now and in the future, using this as the baseline for all ongoing reviews.

The tool set aims to assist the advisor by producing quick and easy to explain calculations that can be printed out on your own letterhead or stored on clients files.

Research has shown that clients most value advice that is timely and clearly understandable – FPT puts you in the driving seat.

Between us we have in excess of 50 years experience working in the intermediated financial services sector.

All the tools, calculators and planning reports have been checked and validated by an independent technical source and are relevant to the current tax landscape.

It is our stated intention to alter any underlying calculation as soon as practical following on from any tax or legislation changes.

If our calculators are in line with how you would like to enhance the services that you provide to your clients, we'd love to discuss it with you. Please drop us a line on our contact page.