Welcome to DanbroFinancial.co.uk, the gateway to your financial future. Owing to the continued success of Danbro Financial Planning, we’re excited to launch a brand new website – dedicated to DFP!
Powered by the Danbro Group, danbro.co.uk/services/financial-planning/ is an exciting new platform, which will make it much easier for you to:
- Select the type of service you need
- Learn more about financial planning
- Find out about our fees
- Get to know team DFP
- Talk to a financial planning specialist
- Book an appointment with our Chartered Financial Planner
At DFP, we’re invested in you. Our philosophy is about making sure you get the surety and peace of mind you deserve. After all, you wouldn’t build a house without consulting an architect, would you?
So, who are DFP?
Danbro Financial Planning are independent, local and friendly financial planners. Our bespoke financial planning service allows you to plan your future on your terms. DFP’s specialist team will budget, forecast and future-proof your finances, to get you retirement ready. What’s more, with our industry experience and market knowledge, we’re perfectly placed to help you make the most of your money.
Wherever you are in life, our goal at DFP is to help you get to where you want to be, at a pace that suits you. You’ll receive a comprehensive, independent financial planning service. One which focuses solely on you and your future. With Danbro Financial Planning, you’ll get:
- A flexible, professional, tax-efficient financial plan
- An honest, transparent approach with competitive, fixed fees.
- A free, initial, no obligation meeting to discuss your finances.
- Specialist advice, that’s tailored to your specific needs.
- In-depth research and analysis, and robust risk assessments.
- Long-term, retirement planning advice.
The Journey to your Financial Future
There are five stages on your journey with Danbro Financial Planning. Here’s how it works once you’ve contacted team DFP.
- Meet Liam
- Get Your Plan Ready
- Meet Liam (Again!)
- Put Your Plan Into Action
- Reach Your Financial Goals
Talking about your financial aspirations is a sensitive subject for a lot of people. Even more so with someone you don’t know. That’s why we invite all our clients to come in and meet our CFP, Liam, for an informal, no obligation discussion.
Once you’ve agreed your level of service with Liam, we’ll take a detailed look into your finances and existing arrangements. We’ll also conduct an in-depth risk profile on your behalf.
After we’ve put your plan together, we’ll ask you to come and meet with Liam again. This second meeting is important. It gives you another opportunity to discuss your report in detail. It’s also another chance for you to ask us any questions you may have.
Then – if you’re happy to proceed with your plan – it’s time to put it into action. Remember, this is your personal journey. Thanks to the decisions you’ve made, the financial future you’ve always dreamt of could be right around the corner.
At DFP, we’re committed to you. And, should you agree to our ongoing services, we’ll be on hand to provide regular reviews of your progress. We’ll also meet with you annually to ensure you remain on track and in budget.
About Our Director
Liam Winstanley is DFP’s Director and Chartered Financial Planner. He has specialist expertise in mortgages, pensions, retirement planning and financial protection. And, like everyone at DFP, he’s committed to delivering the highest standards in service and professionalism. As well as managing client relationships, Liam’s responsible for planning and strategizing DFP’s future. Just like you guys, we’ve got long-term aspirations too. Our ultimate goal is to become the country’s number one provider for independent financial planning services.
Liam’s a Fellow of the Personal Finance Society and has worked in financial services for over two decades. So, he knows his stuff. He’s also Blackburn Rovers supporter which, if nothing else, highlights his sense of humour.
So, check out the website now, and take the first step towards your flourishing financial future.
Danbro Financial Planning Limited is an appointed representative of the Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Company number 11009261 registered in England. Danbro Financial Planning Limited Registered office address: Jubilee House, East Beach, Lytham St. Annes, United Kingdom, FY8 5FT.
Pensions and Investments carry risk. Pensions are not normally accessible until age 55. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.