Why us?

We don’t just talk about financial planning; we live it. Discover what sets Butler Toll apart, through our words and the experiences of our clients.

We’re a firm where people are our priority

When looking for a financial planner, you want a team that’s reliable and genuinely invested in your future. We want to make a real difference in your life. Something that will change how you live your life and approach your goals. Our culture, values, and people shape the way we work and guide how we support you every step of the way.

Independent

As an independent firm, we’re free to explore the entire market. That means no restrictions and no network is holding us back.

Goals-focused

Your success is our success. We work diligently so we can see you achieve your short-, medium- and long-term goals. We focus on your future, exploring all that can be done to bring you closer to where you want to be.

Educational

While our primary focus is on building financial plans, we take the time to explain everything clearly, empowering you with the knowledge to make confident, informed decisions.

Expertise

As one of our clients shared in a recent survey, our expertise brings “peace of mind and confidence that our investments are sensibly managed to maintain and grow their value over the long term.”

Longevity

1990. That’s the year Butler Toll was founded. We’ve been around for some time already and plan to be here for many more years. We will offer guidance and support through every chapter of your journey.

Nationwide

We work with people all over the UK. With the power of technology, geography is no barrier. No matter where you are, you’ll receive exceptional financial advice and support tailored to you.

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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