Brief Company History
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’