When you are going to share information about your life, goals and aspirations, trusting the people you work with is very important.

At Catalpa Financial Planning we endeavour to build relationships based on trust and mutual respect. Listening to your needs and personal circumstances we will help you to plan your finances now and in the future.

Specialists in Pensions, Retirement Planning, Drawdown, Pension Transfers.

As an independently owned financial planning firm we work closely with our clients to find the best possible investment, pension and planning solutions.

We offer an initial no obligation consultation at our expense either at your home or at our Shenfield office.

Weekend and evening appointments available

Why you should choose Catalpa Financial Planning

Good Financial Advice

The definition of good financial advice is that it costs you less than the benefits it delivers.

Knowledge and Clarity

We understand that finances can be complex and difficult to understand. We have the technical ability to understand these complexities and to articulated financial advice in a straightforward way so that it is easy for you to understand.

Dedicated to Excellence

Everyone at Catalpa is dedicated to deliver the highest levels of customer service. This drives excellence throughout our work and our relationships with clients, colleagues and other specialist advisers.


As an independent firm we are able to advise and recommend products from any provider right across the market. This ensures that our advice is tailored just right for you.