Poptani Financial Solutions (PFS) is run by Jim Poptani and authorised and regulated by the Financial Conduct Authority. The firm looks after just under £15 million across investments and pension funds which make this a small but well managed business.
The business of financial planning is a very personal one as we get to know a lot about client’s finances in detail and so it is essential that they feel comfortable with the way we work together in future. Honesty and trust are paramount and we only take on clients if we feel that we are able to deliver a quality and range of services desired and appropriate for them.
We offer a range of retail investment products selected from the whole market, but restricted to mainstream retail investment products.
We do not consider certain types of packaged retail investment products such as unregulated collective investment schemes, enterprise investment schemes, venture capital trusts, investment trusts, exchange traded funds and life settlement schemes. From time to time we may revise this list
