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About Us

Our Promises

We will always put you at the heart of what we do.​

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We will always strive to improve.

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We will tell you what you need to hear not what you want to hear.

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We will use simple language and talk in plain English.

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We will be thoughtful, caring and considerate.

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We will be there through the bad times as well as the good.

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We will help you make educated decisions when the financial press are doing their best to grab your attention.

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We will listen more than we will talk.

Our Core Values

Our focus is on helping you succeed. To ensure that we have your success at the heart of our business we work to maintain six core values at all times.

Client Interests

We approach every decision we make with the simple question – “Will this create a better outcome for our clients?”

If the answer is no, we won't do it.

Fairness

We treat everyone fairly. We treat others with the respect we would hope to be treated ourselves, and we listen to others’ opinions.

Professionalism

Every interaction with us will be conducted with the highest level of professionalism and integrity. We honour our commitments, even when difficult or costly. Where we make mistakes, we take responsibility and learn from them.

Growth

The world does not stand still so why should we? We seek to continually improve our service to increase the value we are providing for our clients.

Passion

We are passionate about the benefits of financial planning and helping our clients create a better financial future. We approach every day with optimism and enthusiasm.

Empathy

Personal Finance is more about the person than the finance. We cannot truly create the right plan for you without understanding you, being empathic and authentic.

Who is Giles?

Giles Turner APFS

07502 360 517

​Giles is a Chartered Financial Planner who has been working in Financial Services since 1998. Giles is the principal and founder of Giles Turner Financial Planning.

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Giles loves spending time with his clients and is passionate about financial planning and the way that it can transform their lives. Giles is warm and considerate and delivers his planning in a way that is easy for clients to understand. Giles believes that money is a facilitator, a means to help you create the life you want to live.

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Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

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As an independent financial advisor (IFA) I have no contractual obligations to any product providers. I act as the agent solely on your behalf and my independence enables me to research and choose products from the whole of the market.

CONTACT US

If you would like to discuss how we may be able to assist you, please either complete and submit the form, or you may find my contact details below. I look forward to hearing from you.

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07502 360517

Giles Turner Financial Planning Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

 

Giles Turner Financial Planning Ltd is registered in England & Wales Companies House registration No. 15718448. FCA registration No. 1019535.

Registered address: 8 Ockley Way, Hassocks, West Sussex, BN6 8NE.

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The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.

Copyright Giles Turner Financial Planning 2024

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