We are Finance Professionals
Pebble Financial is a Financial Planning advice firm which was formed in 2006.
We are independently owned and as such provide completely impartial, holistic financial advice. We take the view that Financial Planning is not about the sale of a financial product, it should be about building and maintaining a meaningful and ongoing client relationship.
Our process and areas of advice typically cover mortgages, income protection, protection, pensions, savings, investments, tax and trusts.
Clients of Pebble Financial benefit from access to our state of the art technology allowing them to gain access to all of their financial information via our secure web portal.
Treating Customers Fairly is firmly at the centre of our culture.
Our mission statement is simple;
‘To enable our clients to achieve financial prosperity by providing professional advice, ongoing reviews and management of their financial planning’
Who we are
Pebble Financial is independently owned by its two founding Directors Jason & Riika Finch. We are a team of professionals and together we are four fully authorised Independent Financial Advisers, a Mortgage & Protection Adviser, a diploma qualified Paraplanner and two Client Care Managers.
OUR COMPANY HISTORY
Established in 2006 the company continues to grow and currently manages client funds in excess of £70 million.
- Whole of Market
- Independent Financial Advice
- Managing Your Financial Planning
HELPING OUR CLIENTS
Our whole ethos is client based and we are totally dedicated to helping you. We answer the phone straight away, we respond to emails very quickly and you will find us super efficient. We hate those financial institutions that send you round the houses in their phone systems and never get back to you as much as you do!
Value of our
Pebble Financial continues to grow. Here are our latest stats….
Years of Experience
new cases every year
WHAT OUR CLIENTS SAY
Shoreham By Sea
Shoreham By Sea
Richard & Jo Edwards