A different view of money and life

Distinct Financial Planning have been established as a firm from 2017, with advising experience covering more than 30 years between both Trevor and Libby across all aspects of financial advice.

Our specialisms include Pensions, Investments, and Inheritance Tax Planning. 

Distinct offers personalised financial guidance to help you achieve your goals. We understand your unique situation and assist with savings, investments, and tax planning.

Our expert advisers focus on your priorities and adapt to changes in markets, ensuring a secure financial future.

Getting to know you

Financial planning helps us to find out what’s important to you about money. We want to know about your family and your hopes for their future. We’ll find out what your dreams for retirement are, your long-held savings plans, and your risk tolerance.

Designing your plan

We’ll craft a detailed plan and personalised report that outlines your current situation, your future aspirations, and the recommendations we’ve made about how your money can be invested.

Implementing your plan

We’ll put in place the recommendations we’ve made and provide you with the necessary paperwork. We’ll keep you updated until the process is complete.

Our Relationship with IWP

The Independent Wealth Planners Logo

“Our business is built on sound advice, helping our clients achieve their financial goals. We always strive to go the extra mile for our clients, which is why IWP is such a good fit. The continuation of our local presence and existing staff, combined with the central support that comes with being part of the group, will provide real benefits to our clients while offering a robust platform for further growth.”

IWP is a collective of independent businesses led by local teams, sharing infrastructure and upholding common standards and values. We chose IWP for its client-centric approach, emphasizing care, integrity, and collaboration.

IWP enables firms to deliver exceptional client service while benefiting from the resources and support of a larger group. This unique opportunity allows select UK IFA practices to achieve economies of scale while maintaining autonomy, backed by industry experts and a centralized support team.

Meet the team

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Trevor Jones

Financial Adviser

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Libby Cleland

Financial Adviser

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Tim Morris

Trainee Adviser & Paraplanner

Get in touch

We'd love to hear from you.