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Learn More About Us

Trusted Financial Planners

Jenni is a Chartered Financial Planner, Fellow of the Personal Finance Society and Associate Member of Resolution, with 20 years industry experience. 

Her specialisms are pensions and tax planning.

She is passionate about making finances easy to understand and removing the complexity and jargon from financial planning.

Liz came to  financial planning after a successful career in IT.

She has a keen interest in investments and a desire to make people's money work for them.  Through cash flow modelling she enjoys enabling clients to visualise their future.

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Revival

Meaning: an improvement in the condition, strength, or fortunes of someone or something

We are regulated by the Financial Conduct Authority

Revival Financial Planning Ltd.

Registered office: Lime Tree Workshop, 11 Lime Tree Walk, Sevenoaks, TN13 1YH

Registered in England and Wales: 15190446.

Revival Financial Planning Ltd is an Appointed Representative of Valid Path Limited which is authorised and regulated by the Financial Conduct Authority. 

Firm reference number 197107 

The Financial Conduct Authority does not regulate tax advice.

The details on the site do not constitute advice and that a full assessment of a client's individual circumstances would need to be undertaken prior to advice being given.

The money you invest can go down as well as up and you may not get back the original capital  invested. Said in another way:  “The value of investments, and the income from them, can fall as well as rise and you may not get back the full amount invested”. 

Financial Ombudsman

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.  Full details of the FOS can be found at www.financial-ombudsman.org.uk

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request, and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 456

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