our why.
Our purpose
Tired of helping the top 1% get richer, usually for the sake of getting richer, Gratitude Financial Planning was created to help normal, hardworking, successful people make the most of their wealth and income to live the life they want.
There is nothing more rewarding to us than supporting clients to manage and invest their money sensibly in order to enjoy life and support their families.
It might mean we are not as profitable as other financial advice companies but seeing the value our planning and advice adds to peoples lives is a lot more fulfilling to us.
"Two things every life needs: Fun and Purpose."
our values.
The core values that guide our business.
Gratitude is a superpower
We want our clients and ourselves to live happy lives and this starts with being grateful for what we have (and is the reason we are called Gratitude Financial Planning).
We enjoy the good times and appreciate the hard work that makes it possible. We therefore recognise the achievements of the business and the progress clients make towards their financial goals.
We don’t compare ourselves to others and know that if we consistently do the right thing we can be content with our success and the service we provide.
It’s about relationships
We believe that the quality of your life is greatly determined by the quality of your relationships. We therefore strive for fantastic relationships with our clients and our people.
We are grateful that our clients have shown trust in us to look after their money and will go the extra mile to understand and help them achieve their goals. We want a relationship with the people not with their money, and want to be our clients’ trusted adviser for many years (possibly through generations).
We will be open, honest and fair and hope for the same in return. We want people to feel they can be themselves and not shy away from showing a bit of personality.
Get the
balance right
You should ‘Work to Live’ and not the other way around. We work hard for clients and ourselves but always leave time for relaxation, recuperation and fun.
Life is all about balance and trade-offs and we recognise this is true in every financial decision. We are here to help clients with this in order to maximise the enjoyment of their wealth; living for today whilst planning for tomorrow.
As a business we strive for good results and growth but never to the detriment of the right advice and fair fees.
Proud to be geeky
We are proud to be money nerds and experts in the field of personal finance and investments.
We are not salesy. We trust in our knowledge, advice and service to deliver our success. Always doing the right thing by being clear, fair and not misleading.
We embrace technology, change and forward thinking as we always look for new and better ways to deliver an excellent service to clients.
We value education and encourage everyone to keep learning. If we don’t know the answer to something we will put in the time to find out!
Be known
We are proud of what we do and the value we add to people and families’ lives. We are therefore not shy in shouting about it.
We want to be the ‘Go To Guys’ when it comes to being the experts in financial planning. We are always looking to raise the profile of our business and the benefits of good financial planning and education.
Financial advice has had a bad rep and it shouldn’t have, when done right it gives peace of mind, security and opportunity to people who receive it.
We want to stand out for the right reasons and greatly appreciate referrals from friends and clients as it shows we are doing things right!
"We want relationships with people, not their money."
meet freddie...
Chartered Financial Planner
Founder of Gratitude Financial Planning
Nice Guy Money
Known as Nice Guy Money, I strive to do things differently and change the perception of financial advice:
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Focusing on the people, not their money.
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Giving clients' money a purpose to be enjoyed.
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Simplifiying and educating people so they can feel more in control.
No hard sell and less confusion and complexity - just someone in your corner when it comes to your money.
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meet our experts...
Key members of our team
EBI
EBI Portfolios provide us with the investment expertise, allowing us to provide you with well managed, low cost and sustainable investment portfolios.
Their approach is based on a clear philosophy, analysis of decades of market data and Noble Prize-winning research.
Verve Group
Verve provide us with a wealth of technical, compliance and business support.
They bring tons of industry experience and know-how having worked with 100s of companies from around the globe.
Helping us be the best advice firm we can be!
