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WELCOME TO Aligned Wealth Financial Planning
Chartered Financial Planner located in Haywards Heath, West Sussex
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties.
Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Call us today on 01444 44 33 99 or email us at contact@alignedwealthfp.co.uk and we'll be pleased to help you.
ABOUT
Who we are and what we do
Aligned Wealth Financial Planning is a financial planning firm based in Haywards Heath, with a Chartered Financial Planner serving clients in Sussex, Surrey, Kent and beyond.
We specialise in Pensions and Retirement planning, Investment strategies, Inheritance tax planning and Protection ensuring every plan is tailored and aligned to your individual circumstances and goals.
Financial Services
We offer a full range of financial services and have highlighted three of our most popular below.
Retirement Planning
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level...
view more Saving & Investment
Saving is a stage on the way to investing. Investing is what you can do with the savings you have created...
view more Inheritance Tax
The government levies tax on the value of a person’s estate, if their estate is worth more than the...
view more
The plan for you
1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase, we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action that we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
Your Next Financial Step
Talk to us about the most suitable solutions tailored to your goals
Don't miss this opportunity!
Aligned Wealth Financial Planning Ltd is an Appointed Representative of Quilter Financial Services Limited, who is authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk/s/).
Registered office address: 54 Harlands Road, Haywards Heath, England, RH16 1LS
Registered in England and Wales under reference: 16459377
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
Taxation advice, including inheritance tax planning and advice on cash held on deposit are not regulated by the Financial Conduct Authority.
Approver Quilter Financial Services Limited 12/09/2025
