Salmon Financial Planning was established as a specialist advisory service for women, families and business owners after Tammy Salmon had spent 20 years in financial services and identified a gap in the market supporting these groups.  Our clients are predominantly working parents, retirees and entrepreneurs looking for advice to build wealth tax efficiently for themselves and their loved ones.  We also advise families with intergenerational wealth and inheritance tax planning – helping to secure the needs of our clients today as well as for their children and grandchildren tomorrow.   

In 2021 we became a Partner Practice of St. James's Place.

We understand how important financial wellbeing is and that financial advice should be easily accessible no matter what stage of life you’re at. We’ve helped many people improve their financial future providing advice on mortgages, protection, saving and investment planning, inheritance tax solutions, and retirement planning and we'd love to help you too!
  
In our meetings, we will discuss what's important to you, your aspirations to craft a bespoke plan aiming to achieve your goals. We use clear, jargon-free language to help you understand your options, make knowledge-led decisions about the next steps and be available to review those plans with you regularly.  Building trusted long-term relationships with our clients is core to ensuring your financial planning remains appropriate and on track and it’s one of our favourite elements of being your trusted Financial Adviser for today and tomorrow...