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Imagine CreatingYour Perfect Plan

Whatever this brings to mind, we'll work with you to establish your goals and turn them into reality.

We'll tailor your bespoke plan to meet your personal objectives and address any concerns about your financial future. We've already helped loads of people like you, so what're you waiting for?

What Makes DFP Different?

Danbro Financial Planning are independent, local and friendly. Our fixed fees and honest approach puts you and your needs at the very heart of what we do. What’s more, we’re part of the Danbro Group. Danbro have been helping clients achieve their financial goals for over 20 years.

4.9

Liam Winstanley financial-advisor-ifa ratings on VouchedFor
Liam Winstanley financial-advisor-ifa ratings on VouchedFor

About Liam…

Liam Winstanley is a Chartered Financial Planner and Fellow of the Personal Finance Society. He is committed to delivering the highest standards in service, ethics and professionalism. Liam specialises in retirement planning, mortgages, pensions, financial protection and estate planning. The Financial Conduct Authority does not regulate Estate Planning.

Your Journey With DFP

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Come & Say Hi

Preparing Your Plan

We'll Meet Again

Putting Your Plan In Place

Moving Forward

Come & Say Hi

At DFP, we understand it can be difficult to discuss your financial aspirations with someone you've not met before. That's why we always invite our clients to come in for an informal, no obligation chat with our Chartered Financial Planner, Liam.

Preparing Your Financial Plan

Once we've agreed on the service level that you need, we'll delve deeper into your own goals and aspirations. Liam will also review your financial situation, risk profile and any existing arrangements that you have. 

We'll Meet Again

Once we've put your plan together, we'll meet with you again to discuss your report in more detail. We'll also take this opportunity to answer any further questions you have.

Putting Your Plan In Place

When you're happy with your plan, it's time to get things moving. Thanks to the decisions you've taken, you could be well on the way to a flourishing financial future.

Moving Forward

At Danbro Financial Planning, we have a commitment to you. Should you agree to our ongoing services, we'll review your plan regularly, to help make sure that you remain on track and in budget.  So, what're you waiting for? Contact us today.

What Our Clients Say

At DFP we're invested in you. We're proud of our outstanding reputation for quality and transparency. But don't just take our word for it, read what our customers have to say below.

With Danbro Financial Planning I feel like a load has been lifted from my shoulders and that someone is on my side. I now meet Liam for a review on a 12 monthly cycle. Any day-to-day queries are sorted over the phone, or via email. The peace of mind that this service gives you is worth the cost.
Colin SmithiesPlanning Ahead
Liam spent considerable time talking to me to understand my future retirement goals/plan and explaining the options before recommending a pension product. I am very happy with the advice and recommendation Liam provided.
Sally SwaineApproaching Retirement
I found my adviser Liam Winstanley completely understood my very complicated financial situation, which was very impressive. His knowledge and persevering attitude enabled me to almost double my tax-free allowance, which more than covered his fees. He is also very easy to talk to and very thorough. I cannot recommend him highly enough.
Oner AhmetApproaching Retirement
I recently bought a house & the process of finding a mortgage was very stressful. I was passed through to DFP by my Personal Accountant & throughout the whole process I’ve had no stress. DFP arranged a very good, five-year, fixed-rate, buy-to-let mortgage, which was all done by Liam & his team. All I needed to do was read & sign a few forms. I’d recommend DFP as financial advisors & would definitely recommend their mortgage service.
Mr LoveladyMortgage Client

Take a Look at Our Blog


View Blog

Wills and Planning for the Future

The importance of writing a Will and all about Will Aid.

Read Article

Pension and Retirement Planning

Everything you need to know about pensions and planning for retirement.

Read Article

Do I Need a Financial Plan?

Are your finances where you'd like them to be? You might want to consider making a financial plan.

Read Article


View Blog

 

Important Information

The value of your investment 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. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

The Financial Conduct Authority does not regulate tax advice.

Danbro Financial Planning Limited is an appointed representative of the Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Danbro Financial Planning Limited is entered on the FS Register (www.fca.org.uk/register) under reference 796167. The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

Company number 11009261 registered in England. Danbro Financial Planning Limited Registered office address: Jubilee House, East Beach, Lytham St. Annes, United Kingdom, FY8 5FT.