Together we can achieve more

Our clients come from many different backgrounds, but they are usually at a stage in life where financial decisions are becoming more important and often more complex.

Many are building successful careers or businesses, while others are beginning to think more seriously about the next chapter of life and what financial independence might look like.

Over time we have found we are especially well suited to working with three types of clients.

Who We Work With

Business Owners & Families

Helping business owners balance business success with personal wealth, creating clear plans for growth, succession and financial independence.

Successful Professionals

Supporting professionals with complex finances to organise pensions, investments and tax planning into a clear, structured financial plan.

Approaching Retirement

Assisting individuals approaching and already in retirement turn pensions, savings and investments into a sustainable income and a confident future.

Long term partnership

Regardless of where you are in life, the role of financial planning is to provide clarity and direction.

By understanding what matters most to you and bringing together all aspects of your finances, we can help you make thoughtful decisions and build a plan that evolves alongside your life.

0151 332 6443

hello@stableplanning.co.uk

Hear what clients value most about working with us

"Chris took the time to get to know us on a personal level, investing genuine effort in understanding our individual circumstances and aspirations. This personal connection made a significant difference, as it allowed Chris to tailor his advice and support to our unique situation. This personalised understanding was instrumental in helping us define both our long-term financial objectives and our broader life goals. By building this foundation, Chris ensured that our plans for the future were closely aligned with our values and ambitions."

Dan & Jen

Essex

"We have been using Chris for the last couple of years and have been very happy with the support Chris has provided. To begin we went through a thorough deep dive into our current situation, discussed our longer-term goals and created a plan on how to achieve the financial situation we wanted. We went through a consolidation of different pension pots and insurances to ensure we were making the most of our money. Adhoc support has also been very good, with questions and requests responded to in a timely manner. Would highly recommend!"

Andy & Linsey

Chester

"My wife and I highly recommend Stable Planning - Chris has been extremely helpful mapping out our projection for retirement. He built a financial plan which is easy to understand and aligns with our projected future. Nothing is too much trouble, Chris always makes the time to answer any questions, attend one to one meetings and ensure every meet is insightful. We have full confidence in Stable Planning and can't thank them enough for the guidance they have provided."

Alan & Liz

North Wales