Welcome to
Worthington Financial Planning

We are an established financial advisory business based in Potton, Bedfordshire, providing high quality service for individuals, trusts and businesses.

Read More

About Worthington Financial Planning

Our clients value working with highly qualified and experienced advisers in helping them to develop and execute soundly made long-term financial plans.

Being fully independent allows us to utilise our abilities and knowledge for the benefit of the only people we work for – our clients.

We appreciate taking professional advice comes with an element of trust, which is something we have taken huge pride in building with our clients.

How we can help?

  • Pensions and retirement planning
  • Estate planning and Inheritance Tax
  • Tax planning
  • Investment management and advice
  • Mortgages
Sam Worthington is friendly and approachable with impressive knowledge of the complexities of the financial markets and the options available to investors. He offers clear explanations of alternative strategies for financial planning and is sensitive to personal preferences and attitudes towards investment. He is also very efficient in terms of following up decisions and keeping track of his clients’ portfolios. For these reasons I would have no hesitation in recommending him to others.

Diana
Retired lecturer

Top