Totum Financial Planning is a company that helps individuals gain peace of mind and financial security. They offer a fully independent, whole of market service, meaning they can work with any provider to ensure clients get the best outcome for their ne…
Totum Financial Planning provides independent, whole-of-market financial advice and portfolio management for individuals aged 40 and above with investable assets of £100,000 or more. They help clients achieve financial security and peace of mind through tailored strategies. Their natural referral partners include estate planning lawyers, accountants specialising in tax optimisation, and advisors offering mortgage and protection solutions. These professionals complement comprehensive financial planning by addressing legal, tax and protection elements. A referral to Totum Financial Planning makes sense when an individual in the target age and asset range seeks independent financial guidance to secure their future, or when complementary professionals identify a client needing strategic portfolio management alongside their existing advice.