FAQs
Do you offer independent financial advice?
No, Collective Financial Planning is an Appointed Representative of The Openwork Partnership. This means we’re supported by one of the UK’s largest advice networks while delivering personalised advice locally.
Who are you regulated by?
We are regulated by the Financial Conduct Authority (FCA). You can find more details about our FCA standing here.
What is your FCA reference number, and where can I prove your regulation?
Our FCA reference number is 576147. You can verify our authorisation on the Financial Services Register here.
Can I choose between meeting in person or on a video call?
Yes. We’re happy to meet via video call or face-to-face at our offices in Milton Keynes, your office, a café, your home, or another space you feel comfortable in.
Do you have parking at your office?
Yes, free parking is available at our Milton Keynes office.
How long has Collective Financial Planning been providing financial advice?
Collective Financial Planning has provided financial advice since it was established in 2012.
Where are you based, and do you work with clients outside your local area?
We are based in Milton Keynes and serve our local community as well as surrounding communities, predominantly in Buckinghamshire, Bedfordshire and Northamptonshire. We also work with clients across the UK.
What additional certifications and accreditations do your advisers or firm hold?
You can find information about all of our team members, including the certifications and accreditations they individually hold, on their team member pages here.
Do you have any client reviews or written/video testimonials, and where can I view them?
Yes, Nikki Pipping and Bobi White both have client reviews on VouchedFor. You can also read our Google reviews here.
What makes your firm different from other financial advisers and planners?
We are a group of professionals, working together to provide the best holistic advice for our clients. Together we have a broad range of experience and skills enabling us to work with clients of all ages, across all walks of life.
What are the key cities, towns and areas you work with clients in?
Milton Keynes, Bedford, Northampton, Towcester, Olney, Leighton Buzzard, Aylesbury, Corby, Nottingham, Derby, and Daventry.
How can I book an initial meeting?
You can call our office on 01908 062448, or send us an email, and a member of our team will be in touch within 48 hours, excluding bank holidays and weekends. Alternatively, you can contact our team directly, using the contact details found on their profile pages here.