Home - Principle Financial Planning

Independent Financial Advice You Can Trust.

Financial advice that puts you first.

Independent - Whole of Market Financial Advice

Clear and transparent communication

Holistic advice tailored to your requirements

Our Services

Retirement Planning

Whether its saving for retirement, consolidating your funds or deciding how best to access your Pension, we can help.

Investment Planning

Ensure your funds are working as hard for you, as you did for them. We will ensure you are saving in the most efficient way.

Inheritance Tax Planning

Allowing you to be certain your legacy is protected. Inheritance Tax Planning encompasses all areas of Financial Planning to ensure a holistic approach is applied.

Business Financial Planning

We will simplify the options available to you and your business to enable you to make the most tax-efficient decisions and grow your business further.

Insurance

Protecting your family and business against the uncertainties of life, allowing you to enjoy more of today, without worrying about tomorrow.

Mortgages

Allow us to take the stress out of your next move. Whether it’s your dream house, a buy to let or the purchase of your business premises, we’ll be there to assist.

Secure Your Future with Confidence

Principle Financial Planning was founded by Jordan Marlowe, who, having worked in Financial Services since 2014, set out to establish a business where clients and professionalism are at the core of everything we do.

Our firm is dedicated to fostering a client-centric approach, ensuring that every decision and recommendation is made with the client’s goals and well-being in mind. We believe that true success in financial planning comes from building long-term relationships based on trust, transparency, and mutual respect.

Jordan’s commitment to excellence is underscored by his achievement of Chartered Status, the pinnacle of professional development in the financial services industry.