Together, we’ll plan for all of life’s moments

We provide personalised financial planning to support the life you want, through every milestone. Let’s shape your story together and create a plan that grows with you and your family.

Guiding people towards financial freedom

Financial planning is essential at every stage of life, but the earlier you start, the greater the rewards. We will work with you to help create a secure financial future.

Building your wealth

Life may feel like it’s moving fast right now, but it’s important to pause and start planning for your future.

Planning for your retirement

With retirement around the corner, now’s the time to find answers to your questions and visualise how retirement will look for you.

Planning your estate

Protect your wealth and ease any potential stress or financial burden on your family should the unexpected happen.

Owning your business

With a demanding professional life, it can be challenging to carve out time to focus on your own finances and future plans.

Our team that makes it all happen

Our talented team

Let our survey results do the talking

We’re proud of our long-standing history and expert team, but it’s our clients’ feedback that truly shines.

950%

of clients are satisfied that we understand their needs and objectives

940%

believe that working with us has helped or will help them achieve their financial goals

960%

would recommend us to their friends, family or colleagues

Our clients in their own words

We’re proud to share the stories of our clients and how their experiences with the team have made a positive impact on their lives.

Read our reviews on VouchedFor

We’ve built great relationships with our clients, and their kind words on VouchedFor say it all.

Start a conversation. We’re here to help

01793 786 300

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    Copyright 2025 Butler Toll Financial Planners

    Butler Toll Ltd trading as Butler Toll Financial Planners is authorised and regulated by the Financial Conduct Authority. Butler Toll Limited is entered on the FCA register (www.FCA.org.uk) under no. 442229. Registered office: Regus House, Windmill Hill Business Park, Whitehill Way, Swindon, Wiltshire, SN5 6QR. Registered in England and Wales. Company number: 05460739.

    The Financial Conduct Authority does not regulate tax planning, estate planning, cash flow planning, wills or trusts.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

    Consumer Duty Alliance

    The Consumer Duty Alliance, launched 9 March 2023, is an independent, ‘not-for-profit’ professional body. It aims to support the personal finance sector in the adoption and implementation of the FCA’s Consumer Duty requirements through the alliance of like-minded individuals and firms.

    Financial Vulnerability Charter

    The Financial Vulnerability Taskforce created this Charter in 2021 and it has over 1,000 firms. It focuses specifically on vulnerability and forms a key part of the Consumer Duty Alliance Code of Professional Standards.
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