Trust Financial Planning Ltd has applied to remove its FCA authorisations and as of 19th March 2025 has voluntarily agreed to the imposition of requirements. The effect of this is that Trust Financial Planning Ltd will no longer be undertaking any regulated activity including investment, mortgage or insurance advice. To view these requirements in full please see our listing on the Financial Services Register. Trust Financial Planning Ltd
About Trust
Trust Financial Planning (‘Trust’) was set up by Dan Brittenden in February 2002 with the aim of implementing a Christian vision of holistic financial planning and with the intention of making that vision available to all, regardless of their means. The business was set up first as a partnership then later as limited company in November 2004, with all controlling shares held by Dan Brittenden.
Trust Financial Planning Ltd has not yet paid a dividend but is projected to start paying dividends from April 2028 onwards. Dividends when paid will only be paid in order to repay funds borrowed by Dan Brittenden historically to support the growth and development of Trust. These funds are held by individual supporters of Trust in accounts termed ‘Trust Bonds’ and these funds in their entirety make up Trust’s ‘bondholder funds’. Once all bondholder funds have been repaid, no further dividends will be paid.
Once all bondholder funds have been repaid, Dan Brittenden’s shares will be dissolved and the company will become a ‘Company Limited by Guarantee’ with no shareholders and no future dividend payments. This will enable all future earnings in the business to be reinvested entirely into the furtherance of its mission.
Trust’s vision has developed and grown considerably since its launch in 2002. After more than twenty years, Trust is now poised, with the support of its clients and its investors, to turn that ambitious vision into a reality.
Our Team
Management
Dan Brittenden, Managing Director
Alan Hewerdine, Associate Director
Operations
Arawa Brittenden, Office Clerk
Practitioners
Guy Whitehouse, Tax and Estate
Partners
​In addition to our own practitioners, we also work closely with external ‘partner’ firms and practitioners to enable us to deliver specialist advice and specialist services to assist Life Plan clients in implementing their Life Plan objectives.