Financial Advisers in Bromley

Butterfly Financial Planning Limited are local Financial Advisers and Planners in Bromley.

We help people break free from financial anxiety. Let’s talk today to see how we can help you.

Secure your future

We can provide you with the tools and guidance to furnish you with an in-depth personalised visual life plan so that you can make the best financial decisions for you and your family.

Who we serve

Going through Divorce

We work with you to ascertain what you need from a settlement and empower divorcees to be ok for the next chapter in their lives.

Advice provided before, during and after your divorce with the objective of splitting the assets in the optimum way so that you can maintain your desired lifestyle both now and in the future.

Business owner – Making the hard-won business profits work hard for you

We can be that bridge between the business and you, the owner, and formulate a strategy to grow the wealth you have generated.

We can help you to establish what your business needs to generate to give you the lifestyle you desire both now and in the future, when you step away from it. We will seek to protect both you and your loved ones if things go wrong along the way.

At retirement – fulfilling your retirement dreams.

We will plan your retirement, visualising this phase of your life to work out how much you need to thrive now that you will be slowing down or ceasing work altogether.

This is not an exhaustive list and we serve others too to help them understand if they have ‘enough’, obtain clarity on their current position and map out their future.

What clients say about us

All of these quotes are taken from feedback our clients have left us via Vouchedfor, a vetted professional review site. You can find read the full reviews and many, many more here.

Rakhee is honestly fab. She's honest, caring, detailed, fair, helpful, and knowledgeable. I am so pleased to have found her!

Knowing how and where to start in getting trustworthy financial / pensions advice can feel confusing and difficult, and so easy to just put off til another day. That's why I was so happy to find Rakhee, with her calm, knowledgeable and approachable style.

Rakhee has provided an excellent service. She is very conscientious and treats the money as if it were her own spending her valuable time getting every penny due to me.

She was hugely patient and helpful explaining things several times when required.

She has made taking better control of my finances feel so clear and easy and I have no hesitation in recommending her.

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