Financial Initiatives
Independent Advice.
Financial Initiatives
Planning for a secure
and comfortable retirement.
Financial Initiatives
Optimise your wealth
through efficient,
compliant tax strategies.
Financial Initiatives
Supporting business
owners to manage
corporate and personal wealth.
Financial Initiatives
Building long-term
investment strategies
grounded in evidence.
Financial Initiatives
Ensuring financial security
for you, your family, and
your business.
Clarity in a Complex Financial World
At Financial Initiatives, we specialise in turning complex financial choices into clear, confident decisions. Our Financial Planners work with individuals, families, and business owners to build strategies that last — with investment strategies rooted in evidence, tailored to you..
FCA-Reglated & Independent
Advice that’s transparent and client-first.
Evidence-Based Approach
Investment strategies using research, not speculation.
Tailored Guidance
Every plan is as unique as your individual goals.
How We Help You
YourPath
Tailored Planning at Key Life Moments
Financial priorities evolve. YourPath is our structured roadmap for transitions like retirement, inheritance, tax changes, and beyond. It connects your situation with the right strategies and services.
Advisers You Can Rely On
Gary Nash
Chartered Financial Planner
Pensions, Retirement Planning, Investments, Tax Planning, Protection, Long-Term Care, Equity Release.
Jack Jennings
Independent Financial Adviser
Pensions, Retirement Planning, Investments, Tax Planning, Protection.
Kazue Drury
Chartered Financial Planner
Investments and Pensions, Retirement and Tax Planning, and Employee Benefits Schemes.
Frequently Asked Questions
How can Financial Initiatives make financial planning easier for me?
We simplify complexity using YourPath, our structured framework. It maps your finances step by step—retirement, tax, investments, or business planning—so you can act with confidence.Your Path
What services do you offer to help me achieve my goals?
We provide tailored advice in Retirement Planning, Tax Planning, Business Planning, Investment Advice, Protection Advice, and Later Life Planning designed to match your circumstances and long-term objectives.Services
Are your advisers independent and qualified?
Yes. All our advisers are qualified, FCA-regulated, and independent—so recommendations are based on research and what’s truly best for you.Meet the Team
How do you help protect my family and business against the unexpected?
We provide bespoke protection solutions including life insurance, income protection, and critical illness cover. For businesses, we also advise on key person insurance and group schemes.Protection Advice
How do I get started with Financial Initiatives?
Your first consultation is complimentary and without obligation. We’ll match you with the right adviser and guide you on your first steps.Contact Us