Guiding You with Clarity and Confidence
Independent Advice.
Retirement & Later Life
Planning for a secure
and comfortable retirement.
Investment Advice
Building long-term
investment strategies
grounded in evidence.
Tax Planning
Optimise your wealth
through efficient,
tax strategies.
Protection Advice
Ensuring financial security
for you, your family, and
your business.
Business Planning
Supporting business
owners to manage
corporate and personal wealth.
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 personalised financial plans to help them meet their goals & objectives.
FCA Regulated & Authorised
Advice that’s transparent and puts the client first
Evidence Led Investment Approach
Investment strategies using research, not speculation
Cashflow Modelling
Clear cashflow modelling to plan your financial future
How We Help You
Your Plan
Clarity around your financial challenges
Your Plan reflects the most common financial questions clients bring to us — from retirement readiness to managing complexity and planning for later life. By understanding your situation, we help connect your goals to the right advice with confidence.
Our Leadership Team
Gary Nash | Director
Chartered Financial Planner
BA(Hons) APFS
Pensions, Retirement Planning, Investments, Tax Planning, Protection, Long-Term Care, Equity Release.
Jack Jennings | Director
Independent Financial Adviser
BA(Hons) DipPFS
Pensions, Retirement Planning, Investments, Tax Planning, Protection.
Kazue Drury
Chartered Financial Planner
APFS
Investments and Pensions, Retirement and Tax Planning, and Employee Benefits Schemes.
Frequently Asked Questions
How can Financial Initiatives make financial planning easier for me?
At Financial Initiatives, we know that while every client’s circumstances are unique, many face similar financial questions at key points in life. Your Plan is our way of recognising and understanding those common challenges, so we can focus our advice where it matters most.Your Plan
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