Malbury Financial Planning Limited

Welcome to our practice.

We are a holistic independent financial planning practice and are lucky enough to be based in an AONB in Malvern, Worcestershire.

Everything we do is about you and your financial wellbeing.

As holistic financial planners, we take a ‘top-down’ approach and the planning is goals driven.

In others words:
– where are you now?
– where do you want to be?
– how do you get there?

Our adviser Rebecca Byrne has over twenty years experience and will work with you to help you achieve your financial goals. Rebecca is approachable, friendly and has made it her mission to demystify the financial world. It can be daunting when faced with financial decisions, so we look to provide you with the information and advice you may need to make an informed decision.

Clients’ relationships with their finances are as individual as them and the advice process should reflect that. We offer highly personalised financial planning with a view to having long term relationships with clients. Financial planning is rarely a one off process, we look to build long-term relationships with our clients and work with them on an ongoing basis as life changes, which it inevitably does

In the first instance, please get in touch and we can discuss your needs. You can then decide if we are right for you; it is vital that you are comfortable with the person you are trusting with your financial planning.