Finesse Financial Planning Ltd - Walton-on-Thames

george H.

I worked with Catherine after moving from the UK to Australia, and her support was absolutely invaluable. Navigating the complexities of what to do with my English pension was daunting, but Catherine made the entire process clear, manageable, and stress-free.

She took the time to understand my situation and provided tailored advice on the best options for transferring and managing my pension in line with Australian regulations. Her knowledge of both UK and Australian pension systems was impressive, and she explained everything in a way that was easy to understand.

Catherine was always professional, responsive, and genuinely caring. Thanks to her guidance, I was able to make informed decisions with confidence and now feel secure about my financial future in Australia.

I highly recommend Catherine to anyone needing expert pension advice—especially if you're relocating internationally. She made a complex transition feel seamless.

Jav

Working with Catherine at Finesse Financial Planning Ltd has been an absolute game-changer for me. She has guided me through every aspect of managing my private pension(s), ensuring I understand my options and make informed decisions for my future. Her expertise in pension planning, investment strategies, and retirement income management have been invaluable. As someone who knew very little about this subject, I was very impressed with Catherine's attention to detail and the fact she took the time to explain complex financial matters clearly and tailored her advice to suit my specific needs and long-term goals. Thanks to her, I feel confident that my pension is optimized to provide financial security in retirement. I can honestly say she is not just an exceptional financial planner—she’s a trusted advisor who genuinely cares about her clients' futures. If you're looking for expert guidance on private pension management, I cannot recommend her highly enough!

Murray N.

Catherine has been my financial advisor for a number of years. Her guidance has ensured that I am in a healthy financial position and able to take on the future with confidence.
I wholeheartedly recommend Catherine for her willingness to steer you through the confusing journey of personal finance knowing that I was being looked after along the way.
Thank you Catherine, for all the hard work.

Dawn D.

Catherine is amazing. She worked through a stack of paperwork for us, assessed and advised on a number of options suitable for us, and important things we needed to do, and then provided us with an easy to understand plan for our future. She got our finances in order and assisted us getting to a more secure position for our futures. I would highly recommend Finesse Financial Planning.

newhorizons2travel

Catherine and the team have been very professional. By responding quickly and effectively to any need Catherine has helped resolve possible problems before they become real issues.