Founded in 1982, and owner-managed to this day, FPC was one of the first independent financial planning firms to be established in the UK – paving the way for a new profession to emerge from what was previously a sales industry.
Chartered financial planners since 2008, we continue to play our part in shaping the future generation of financial planners and are committed to raising standards within our profession by supporting our team to achieve individual Chartered and Certified accreditations.
Combining decades of experience with a personalised approach, we help our clients build a financial plan focussed on achieving their goals, supported by independent investment advice to suit their evolving circumstances.
Our clients include business owners, senior executives, professionals, and personal investors – as well as their partners and families – who share a desire to take control of their financial future.
FPC is also a place to build a meaningful career. We welcome individuals who share our values and want to make a long-term difference – both to clients and to the future of financial planning.
Through the FPC Foundation, we extend that commitment to the communities we serve. Established in partnership with the Community Foundation for Lancashire and Merseyside, the FPC Foundation supports grassroots organisations focused on financial wellbeing, education, employment, mental health, and community connection. By combining our financial expertise with deep local insight, we help create opportunities and strengthen resilience where it’s needed most.
Our guiding values are at the heart of who we are:
Purpose: We are committed to making a positive difference to our clients lives, within our profession and within our community.
Trust: We are your trusted advisers, working alongside you to achieve your goals and supporting you wherever life takes you.
Clarity: We help you see the financial landscape clearly, understand your options, and plan with confidence.
Partnership: We build relationships that go beyond transactions — supporting your aspirations, your wellbeing, and protecting your legacy.
These aren’t just words on a page – they shape how we behave, the advice we give, and the impact we aim to have and underpin the Code of Ethics we abide by as Chartered Financial Planners.
To find out more about our clients’ experience of working with FPC, visit the our clients page and get in touch for a no obligation chat to explore how we might help you too.
