Why Choose Topaz?
We understand that no two clients are the same. That’s why we take the time to listen, understand your objectives, and craft a financial plan that works for you. Our advice is always tailored, transparent, and backed by deep market knowledge.
Since our launch in 2020, our reputation has been built on trust, results, and enduring relationships. We don’t just give advice—we walk with you on your financial journey.
Let's Build Your Financial Future
At Topaz Financial Planning, we believe the best time to plan for tomorrow is today. Whether you're just starting out or preparing for the next chapter, our dedicated team is ready to help you make confident financial decisions.
What We Specialise In
We offer a comprehensive range of financial services, including:
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Retirement Planning – Helping you prepare for a secure and comfortable retirement with tailored pension and income strategies.
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Investment Advice – Building and managing investment portfolios to support your long-term financial goals.
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Protection Planning – Ensuring financial stability for you and your loved ones through life cover, critical illness, and income protection.
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Pensions, Mortgages & Banking – Independent advice on personal and workplace pensions, transfers, consolidation, and retirement income options.
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Mortgage Capacity Assessment – Expert guidance to find the right mortgage or finance solution, whether you're a first-time buyer, remortgaging, or investing.
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Wealth Management – Holistic planning that considers every aspect of your financial life, helping you grow and preserve your wealth.
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Will Writing & Power of Attorney – Securing your legacy and ensuring your wishes are respected with professional estate planning.
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Equity Release – Unlocking the value of your home to support retirement goals or major expenses, with full transparency and care.
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Commercial Finance – Supporting businesses with tailored funding solutions, from startup capital to expansion finance.
Client Testimonials
Jack Mathieson
Very helpful and quick to get the ball rolling!
Miguel Garcia
Very responsive and knowledgeable of the market trends
Peter Ward
Friendly, understanding and professional 100%
