Totum Financial Planning is a family-run business delivering effective and proactive financial solutions.
About Us.
Meet Joe.
Managing Director and Chartered Financial Planner
Introducing Joe, a fully chartered financial planner with an unwavering commitment to enhancing financial freedom throughout the UK.
When he's not immersed in financial planning strategies or helping clients secure their futures, you'll find Joe running. He loves to run so much that he has now completed THREE marathons!
What is a Chartered Financial Planner?
Meet Gemma.
Head of Support and Digital Communications
Meet Gemma, the brilliant mind behind our Marketing and Administration and the loving wife of Joe. Gemma works tirelessly to ensure that every client's journey with us is nothing short of exceptional.
Beyond her role at work, Gemma finds joy in walking the dog and filling every corner of Totum HQ with an abundance of houseplants.
Meet Bleu.
Chief Treat Officer and Head of Team Morale
Introducing Bleu, our beloved Cockapoo who brings endless joy and laughter to our team.
With a love for muddy puddles and tasty treats, Bleu's zest for life is truly infectious. Whether he's wagging his tail with excitement or snuggling up for cuddles, Bleu's presence adds warmth and happiness to our office every day.
Our Values:
To us, values are more than words. We live and breath these values in everything we do. We are:
We strip away the jargon and complexity that often clouds the world of financial planning. We ensure that everything is straightforward and easily understandable for you.
Jargon Free
Approachable
We are friendly, down to earth and easy to deal with. No stuffy suits and shiny cufflinks for us. Just real people, real talk.
We uphold our commitments. If we claim we can deliver, it means we will. If we can't, we won't make false promises. It's that straightforward.
Committed
We ensure our clients have access to the best financial solutions by providing completely independent financial advice. It's what we do because we believe in it passionately.
Independent
We empower our clients to make better financial decisions and instill confidence in a brighter financial future through personalised planning and advice.
Empowering
Fancy a Chat?
Using technology such as Teams and Google Meet (or even a simple telephone call!), we can work with business owners across the UK, regardless of your location.