About us

Fresh Perspective Financial Planning is an independent, chartered firm of financial planners.

We take our independence seriously as it means we can review the whole market in order to find the best solutions to meet your financial needs. Our independence means that we remain totally unbiased and can always act in your best interests. Our ethos is different to many other financial services firms in that we put our clients at the heart of what we do.

We offer a comprehensive financial planning and wealth management service built around our cornerstones of:

Our aims are simple:

To provide you with the peace of mind that your financial planning needs are being well looked after.

To help you identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.

We will listen to you as we want to truly understand what you hope to achieve with your financial resources, offering innovative solutions and a service tailored to individual needs.

Who are we?

Will Driver, Director at FP

Richard Boyd, Director at FP


We’re proud to have been awarded the prestigious title ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII).

This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.

Chartered firms must also follow a demanding code of ethical practice. This means they must work in a principled manner that places clients’ interests at the heart of the advice they give.

Chartered status – granted by the Privy Council – is the industry’s gold standard for financial planners. A Chartered title is a commitment to an overall standard of customer excellence and professionalism.

CFP™ certification is the only globally recognised mark of professionalism for Financial Planners.

As ‘Certified Financial Planner™’ professionals, our advisers have been tested to make sure we meet rigorous international competency, ethical and professional practice standards.

We are qualified to deliver integrated financial solutions that allow you to take control of your finances and achieve your life goals leading to the best financial planning results.

Honest, unbiased advice, transparently communicated