Assessment · financial advisers round financial-advisers-2026-09

8 Financial Planning review

Ranked 6 of 10 in Financial advisers in Telford

Best for: independent planning for owners and retirees

Active

Trading as 8 Financial Planning Limited · The Hangar, Hadley Park East, Hadley, Telford, Shropshire, TF1 6QJ · Service area: Telford, Shropshire

8 Financial Planning in short

8 Financial Planning is a Hadley Park practice for business owners and people approaching retirement, offering cash-flow planning, investment management, retirement planning and protection. The site states authorisation with a link to the register entry and describes its independent basis. The site sets out each service plainly with phone, email and booking routes always visible. In our view 8 Financial Planning suits readers wanting cash-flow-led planning from a Telford practice.

Customer reviews hold five out of five on Google. Contact runs by phone, email or booking, and the company record is recent. That small-practice feel suits readers wanting continuity with one adviser. What counts against it is fee opacity: fees are agreed at the initial meeting, with no figures to compare beforehand.

8 Financial Planning reviews and ratings on other sites

Every public rating we hold for 8 Financial Planning, with the source, scale, count and the date we read it. These are customers' ratings, not ours.
SourceRatingReviewsRead on
Google5.0 out of 530

Our verdict

Our judgement: 8 Financial Planning suits you if you are a business owner or approaching retirement and want cash-flow-led planning from a Telford practice. Authorisation is stated with a register link, and reviews sit at 5 out of 5. It counts against it that fees are only agreed at the first meeting, with no figures to compare beforehand.

Score summary

Scored on the home trades rubric v2.0. Insufficient evidence takes the neutral value and is not shown as a low mark.

Composite score
69.1 / 100

Customer evidence C1 · weight 30%

72 out of 100

Google 5 out of 5 from 30 reviews [3].

Qualifications and accreditations C2 · weight 25%

80 out of 100

Financial Conduct Authority authorisation is listed on the business's own website [1].

First-hand responsiveness C3 · weight 15%

Insufficient evidence

Insufficient evidence

Trading history C4 · weight 10%

80 out of 100

On the Companies House record since 2021 [2].

Insurance and safeguards C5 · weight 10%

Insufficient evidence

Insufficient evidence

Pricing transparency C6 · weight 5%

60 out of 100

Fees are described as fair and agreed at the initial meeting based on complexity and time [1]. No figures or VAT position are published.

Website and service information C7 · weight 5%

80 out of 100

The site sets out cash-flow planning, investment, retirement and protection services [1], gives the Hadley base with phone, email and booking [1], and states its independent basis and regulatory footing [1].

Evidence

Every fact held for this provider, with its source and check date.
FactValueSourceRead
Limited company since2021Source companies-house

Industry qualifications

Sourced from the issuing registers, the business's own website and platforms such as Checkatrade and Which? Trusted Traders, on the date shown.

Strengths

  • You get cash-flow planning, investment management, retirement planning and protection aimed at business owners and people approaching retirement [1].

  • The site states the firm is authorised and regulated by the Financial Conduct Authority with a link to the register entry [1].

  • Customer evidence reads 5 out of 5 from 30 Google reviews, seen 4 September 2026 [3].

Limitations

  • No fee figures are published; fees are agreed at the initial meeting instead [1].

  • No insurance details are published [1].

Response from the business

This business has not sent a response yet. Any response they send will appear here.

Verified customer reviews

Reviews from customers who showed us their invoice.

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Questions about 8 Financial Planning

Is 8 Financial Planning any good?

On the evidence, yes for owners and pre-retirees: it ranks sixth in our Telford table, holds five out of five on Google, and states authorisation with a register link. Fees agreed only at the first meeting are the gap. Read the full review, then book with your business and pension position summarised.

Is 8 Financial Planning FCA authorised?

Authorisation and regulation is stated on the firm's own site with a link to the register entry [1]. The register pages could not be searched directly. Follow that link or search the FCA register for the firm name before sharing financial details.

What does 8 Financial Planning charge?

Fees are described as fair and agreed at the initial meeting based on complexity and time, with no figures or VAT position published [1]. That makes comparison harder than with fee-publishing rivals. Ask for the fee in pounds in writing after the first meeting, before agreeing to advice.

Where does 8 Financial Planning work?

The firm works from Hadley Park East in Telford, serving the town and Shropshire [1]. Contact runs by phone, email or meeting booking. Read the service pages first so the meeting starts from your needs, then send your postcode to confirm arrangements.

How is 8 Financial Planning ranked?

It ranks sixth of the ten financial advisers in our September round, picked for independent planning for owners and retirees. Stated authorisation and review strength carry it, with unpublished fees the gap. Read the full review, then compare with one fee-publishing planner.

Others assessed for this trade

  1. CD Financial72.4 / 100Ranked 1. Best for clearest published fees with Shifnal face-to-face advice.
  2. Pensionlite69.7 / 100Ranked 2. Best for chartered pension transfer and retirement specialists.
  3. Croft & Oakes Chartered Financial Planners69.6 / 100Ranked 3. Best for chartered planners for pensions and investment advice.
  4. Paul Humphreys Credit Insurance Services69.6 / 100Ranked 4. Best for trade credit insurance for UK businesses.

Sources

  1. 8 Financial Planning homepage — services, fees and authorisation Retrieved 4 September 2026.
  2. Companies House — 8 FINANCIAL PLANNING LIMITED overview (13162956) Retrieved 4 September 2026.
  3. Google Maps listing — 8 Financial Planning, Telford Retrieved 4 September 2026.

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