Look forward to your future.
Welcome to your trusted financial partner in the South West, where personalised service, exceptional value, and a friendly approach ensure your financial success.
Services
Providing financial advice that is
Approach
Ensuring financial stability
with exceptional value.
Economical and affordable. We believe that true financial security stems from a personal, approachable, and transparent method.
Our ethos revolves around understanding your unique needs and goals, offering tailored advice and solutions that ensure you receive the best value for your investments.
Expertise
There is a smarter
way of investing.
Fully qualified and experienced. Successful investing doesn’t need clairvoyance. Our goal is to achieve a healthy rate of return that provides peace of mind, using a sensible, evidence-based approach.
We believe in diversified, long-term investments, avoiding unnecessary risks and improving the probability of long-term success.
One
Markets work. Efficient capital markets mean fairly priced assets. Investments involve risk; higher risk can lead to higher returns over time. Balancing risk and return is crucial based on individual risk tolerance and objectives.
Two
Diversify and focus. Diversification spreads and reduces investment risk, optimising returns by investing in various asset classes. This strategy avoids concentrating risk, ensuring a more stable investment outcome.
Three
Keep costs low. Expensive active funds often underperform cheaper passive funds. Index funds offer lower costs, broader diversification, and reduce poor performance risk, favouring a long-term, low-adjustment strategy over frequent changes.
Four
Maintain discipline. Stick to your investment strategy without trying to outguess the market. Consistent discipline helps you achieve your financial investment goals, recognising that investing is a long-term endeavour.
Secure tomorrow, today.
Paul Curran
BA (Hons) Dip PFS
Paul is the Director of Practical Financial Planning Ltd and a Diploma member of the Chartered Insurance Institute (CII) with more than 25 years experience. He enjoys providing independent financial planning advice to a wide range of clients from younger people seeking financial independence, business owners and the self employed, to people at or nearing retirement who want to make the best use of their assets.
Nick Parker
BA (Hons) Cert CII (MP)
Nick has 20 years of experience in the financial services industry and prides himself on carrying out his role as a Mortgage Adviser with integrity and diligence. He is passionate about helping clients achieve their financial goals and enjoys building long-term relationships and working with a diverse range of clients. Nick is a proud member of the Chartered Insurance Institute (CII), demonstrating his commitment to industry standards.
Bath
Bristol
Cardiff
Paul Curran
18 Rosslyn Road, Bath, BA1 3LH
Contact: 07966 583656
Nick Parker
5 Tarragon Way, Cardiff, CF23 8SN
Contact: 07747 805581
Let's meet
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