Patrick Waller Dip PFS. Group Principal

Patrick Waller is the founder of Financial Planning Partnership and is the principal of the group which includes Footpath Financial Ltd. Patrick founded The Financial Planning Partnership (FPP) in October 1985 after working for the Prudential for some 8 years as a district agent and later as area manager. Patrick’s aim has always been to provide the highest standard of advice to individuals and companies. He has always insisted on high standards of technical ability for both himself and his advisers. He is qualified to advanced level and beyond.

 

Patrick is proud of what the group now stands for, which is highly tailored, high quality advice, of the highest technical standard. Patrick believes that adding value to the client/adviser relationship is essential.

Patrick believes that too many people are sold one or more plans, where the adviser fails to keep an eye on how the investment is performing. If they’re lucky, clients, may receive an annual “health check”. Patrick is extremely proud of FPP’s completely pro-active performance and asset allocation monitoring proposition. This offering has been extraordinarily popular with existing and new clients alike.

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