Your Pillar for
financial planning

Helping you achieve financial freedom

Our mission is to empower our clients to achieve financial freedom by providing holistic and sound financial planning advice, in areas such as Investment and Retirement planning to managing your Wealth. Not losing sight of the need for financial protection for you, your family, and your estate.

Our services

Investment Planning

Implementing an investment strategy that plays a vital role in securing your financial future.

tree growing

Retirement Planning

We can help you to make sense of the options available to get you started on your next chapter in life.

blue sky approach

Protection Planning

Protecting those that matter is vital to future proof the financial objectives you have set for you, your family or business.

Corporate Services

Specialising in working with businesses to identify opportunities and address key financial concerns and challenges.

Banking & Mortgages

Having little time to manage finances effectively, we can find the right solution to make your money work harder for you.

Intergenerational Wealth

An increase in life expectancy means many families will need to consider how their wealth can be utilised effectively to support one another.


A range of customisable calculators to get you started on your financial planning journey

Tax Year End

It is important to take a step in the right direction to utilise the allowances and reliefs available to you before the end of the current tax year, on 5 April. 

Strengthening Your assets & wealth

Discover what Palatine Financial Planning Limited can do for you

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I have known her as our family Financial Adviser for about 10 years. She has always put my interests first and given sound advice. I found her to be pleasant and trustworthy. Her service and support has always been exceptional. I get great pleasure in recommending her to anyone.
Thurairatnam Kathirgamakarthigeyan
Retired Eye Surgeon
Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she provides is extraordinary. She has gone out of the way to help me on a few occasions. I will not hesitate to recommend her to anyone.
Sandy Shiralkar
Consultant Vascular Surgeon
Andrea has provided us with exceptional service and advice. We feel that Andrea has listened to what we want and need and has helped us to build a robust retirement plan. We would recommend Andrea to our friends and family.
Claire Richards