Telford RankedIndependent rankings of local services in Telford
Assessment · tax advisers round tax-advisers-2026-09

8 Financial Planning review

Ranked 5 of 10 in Tax advisers in Telford

Best for: business owners planning retirement and passing on wealth

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-based firm offering independent wealth and estate planning to business owners and retirees [1]. What stands out at 8 Financial Planning is the upfront fee approach: fees are agreed at the initial meeting by complexity and time, and FCA authorised-and-regulated status is stated on the site [1]. The firm works from Hadley Park East and serves Telford and Shropshire, with phone and email contact stated up front.

The base is Hadley Park East in Hadley, serving Telford and Shropshire, with phone, email and a booking form as the routes in [1]. Wealth, retirement and passing-on-wealth planning sit in one independent offer, which in our view suits an owner who wants the whole later-life picture in a single conversation. Fees agreed at the first meeting by complexity and time put the commercial cards on the table early. Hadley Park East is a business-park setting shared with larger firms in this round.

Customer reviews are spotless, with 8 Financial Planning holding five stars on Google [3]. What counts against it, in our view, is that nothing is priced: the site shows no fee figures and no insurance details, and the company record starts in 2021, which is young for this table [1] [2]. The clean review sheet softens that youth, in our view. Independent advice with upfront fees is a combination worth the meeting.

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 view: 8 Financial Planning suits a business owner or retiree who wants independent wealth and estate planning from an FCA-regulated local firm [1]. The review record is a clean 30 five-star ratings [3]. Against that, the site shows no fee figures and no insurance details, and the company record starts in 2021 [1] [2].

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
66.6 / 100

Customer evidence C1 · weight 30%

72

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

Qualifications and accreditations C2 · weight 25%

70

Authorised and regulated by the Financial Conduct Authority is stated on the website [1].

First-hand responsiveness C3 · weight 15%

Insufficient evidence

Insufficient evidence

Trading history C4 · weight 10%

80

On the Companies House record since 2021 [2].

Insurance and safeguards C5 · weight 10%

Insufficient evidence

Insufficient evidence

Pricing transparency C6 · weight 5%

60

Fees are agreed at the initial meeting by complexity, but no figures are published [1].

Website and service information C7 · weight 5%

80

The site sets out wealth, retirement and passing-on-wealth planning with phone, email and booking routes [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

  • The review record is clean: 5 out of 5 from 30 Google reviews, seen 4 September 2026 [3].

  • FCA authorised-and-regulated status is stated on the website [1].

  • The fee approach is stated up front: fees agreed at the initial meeting by complexity and time [1].

Limitations

  • No fee figures and 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.

No verified reviews yet for this business.

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Questions about 8 Financial Planning

Is 8 Financial Planning any good?

On the evidence, yes for wealth planning: fifth in our Telford tax advisers table, five stars on Google, FCA-regulated with fees agreed at the first meeting [1] [3]. The site shows no fee figures, so read the limitations first. Book the initial meeting to agree fees by complexity and time.

Is 8 Financial Planning FCA regulated?

Authorised-and-regulated status with the Financial Conduct Authority is stated on the firm's website [1]. No reference number is printed on the pages checked, so ask for it at the first meeting. Check the details on the FCA register before you agree advice. The stated status covers the advice, so check the reference on the register before the meeting.

What does 8 Financial Planning charge?

Fees are agreed at the initial meeting by complexity and time, but no figures are published on the site [1]. That means the meeting does the talking: describe every income stream and ask for the fee agreement in writing. Confirm what ongoing advice costs before you sign. Complexity-and-time pricing rewards a tidy brief, so list every income stream up front.

Where does 8 Financial Planning work?

The firm sits at Hadley Park East in Hadley and serves Telford and Shropshire clients [1]. If you are further out, send your postcode with the enquiry to confirm you are covered. Expect the fee discussion at the first meeting. Hadley suits the east of the borough, and Shropshire clients are named in the offer.

How is 8 Financial Planning ranked?

It ranks fifth of the ten tax advisers in our September round, our pick for business owners planning retirement and passing on wealth. Its company record is short and the site shows no figures, so weigh those gaps yourself. Read the full review before the first meeting. Fifth place reflects the missing figures, not the quality of the reviews.

How do I get a quote from 8 Financial Planning?

Book the initial meeting by phone, email or form, and describe every income stream so the complexity-and-time fee reflects the work [1]. Ask for the fee agreement with any ongoing charge shown separately. That meeting is the price list the site does not publish. The Hadley base keeps travel short for the east of the borough.

How does 8 Financial Planning compare with the others in this round?

It sits fifth, the independent wealth-planning pick against Croft and Oakes and its double credential and Pensionlite and its deep review base. Spotlight above serves company tax where 8 Financial Planning serves personal wealth. The shared gap is unpublished fees. Read all three planners before the first meeting. Book the initial meeting to test the chemistry as well as the fees.

Others assessed for this trade

  1. Spotlight Accounting69.8 / 100Ranked 1. Best for full chartered tax menu with cover stated and monthly fees agreed upfront.
  2. Croft & Oakes Chartered Financial Planners69.4 / 100Ranked 2. Best for retirement and inheritance-tax planning with a chartered Telford firm.
  3. HPL Accountancy68.1 / 100Ranked 3. Best for sole traders and small firms wanting remote accountancy with quick responses.
  4. Turas Accountants67.1 / 100Ranked 4. Best for small firms wanting an accountant-led team with tax qualifications.

Sources

  1. 8 Financial Planning homepage — services, fees approach and contact 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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