Expert advice to plan your financial journey.

Based in Weybridge, Surrey, we are an independent financial advisory firm helping people achieve their financial goals.

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Building lasting relationships begins with a conversation.

Whether you’re looking to buy a new home, plan your retirement or have assets to invest,  Peppermint, as an independent financial adviser, has the expertise to help. Each person’s circumstance is unique, and we love to learn about our clients’ aspirations – so whatever your life stage or goal, we will personalise our advice to develop the most effective financial plan specifically for you.

When you work with us, you will work directly with Paul Thorpe who is passionate about providing the best client care possible.  Knowing your situation and goals, Paul will leverage his independent status (not tied to any particular firm’s financial products) to define the most appropriate solution for you. Paul is supported by his dedicated client service and administrative team located in Peppermint’s Weybridge office.

We know looking at investment strategies, cashflow, retirement planning, and financial protection can be complicated. Our aim is to provide the best advice for you backed by our traditional values of excellent client service and individual attention.

Peppermint Financial Solutions offers expert, independent financial advice that is tailored specifically for you – how can we help?

We advise individuals and businesses on a range of financial matters.

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Investment Management

Successful investing requires an expert, strategic approach.

Are your investible assets structured to meet your life goals?

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Retirement Planning

Will you have the lifestyle you want post-retirement?

Our expertise can help optimise your pension fund and income strategies in retirement.

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Business Services

As a business owner, are you optimising the pension and protection schemes for your company?

Peppermint can advise on your approach to make sure you have the right elements in place.

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Equity Release

Could releasing equity from your home be an appropriate solution for you?

Peppermint can discuss the most suitable approach for you and your family.

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Protection

Planning for the unexpected to protect your family can be daunting, but is critical.

We can help you to ensure your loved ones are protected financially.

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Mortgages

Looking to buy a new home or an investment property?

We can help you navigate the mortgage market to find what is right for you.

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Cashflow Planning

Without a financial plan, it is easy to feel overwhelmed and uncertain.

Our cashflow planning service clarifies your situation and defines a plan to help you achieve your goals.

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Estate Planning

Having your affairs in order helps you protect your legacy and ensures your wishes are clearly defined.

We can help set up your estate properly using Wills and Trusts.

Paul has been our Financial Advisor for almost 20 years. Whether we’re discussing pensions, mortgages, savings, investments or retirement plans, Paul has always offered us sound, practical advice. It is reassuring to know that he is overseeing our investments and we know that he genuinely cares about our future.

N and C Vessey, Hampshire

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