At DFP, we work with people who're looking to make sensible decisions about their money. Our job is to help you get to where you want to be in life. Our clients come from across the financial spectrum, and from different stages in life.
Many of our clients are either in retirement, approaching retirement or considering retirement. They may also have savings or pension pots that they wish to invest in. Many people worry about how best to protect their assets, as well as what they can leave behind to their loved ones. That's where we come in.
Danbro Financial Planning also work with younger people and those in self-employment. Quite often, we help people who're concerned about buying a property. We aim to safeguard them against certain financial risks. We can also provide advice on how they can save and set targets for future objectives.
Yes. You can find us on the Financial Conduct Authority's Financial Services register under (No 796167). Read more, here.
Yes, completely. Danbro Financial Planning provide personal, independent financial advice. As an independent firm, we're not bound by the guidelines of a particular product, provider, or fund manager. So, you can be sure that the recommendations we make have your best interests at heart. Our impartial advice works in the same way.
At DFP, it's our firm belief that financial planning fees should be clear, fixed and transparent. Our fees represent the time, complexity, expertise and responsibility involved in advising you. Unlike most financial advisors, our fees are not calculated as a percentage of the money you invest. Nor is the fee generated by the sale of a financial product. So, you can rest assured that our advice is not conflicted and remains impartial.
For a comprehensive look at our costings, check out Danbro Financial Planning's Our Fees page.
As part of the Danbro Group, trust is one of our core company values. We have decades of experience working in the financial sector. Our reputation as a trusted provider is something we're very proud of.
Our director is Liam Winstanley, a Chartered Financial Planner. He's been giving professional, independent financial planning advice for nearly twenty years. For more information on 'who we are', click here. You can also read reviews from customers like you, here.
Arranging an appointment with Danbro Financial Planning is swift, simple and stress-free. Our availability is flexible and we're happy to work around a schedule that suits you. So, if you've got a question about meeting times, payment details, or anything else relating to DFP, complete the form below. Our dedicated team will get back to you as soon as possible.
At DFP, we like to make things easy for you. So, if you'd feel more comfortable discussing your finances in the privacy of your own home, we're happy to come to you. Likewise, if you would like to meet somewhere else, we'll arrange your appointment on your terms. This can include your office, a café, or a local eatery, it's your choice. If you'd prefer, you can also come and visit us in our offices at Jubilee House. We're located by the seafront on Lytham Green and our beautiful building boasts stunning views over the estuary and the town's iconic windmill. With a relaxed atmosphere and an in-house coffee shop, it's the perfect environment for an informal chat about your future.
Yes, parking is free for all visitors. It's located at the front of the building. Once you've booked your appointment, our facilities team will reserve a parking space for you. We'll make it easy for you, placing a name badge in your allocated bay.
We'll take the time to listen to what you have to say. Our aim in that initial meeting is to learn what we can about you. We want to know about your objectives, your ambitions, your concerns, your reservations, and your motivations. Ultimately, we want to know why you want to hire a financial planner, and what we can do to help you achieve your goals. We'll then go into more detail about Danbro Financial Planning and how we work. This includes our processes and our fees. And, once you're confident about working with us, we'll provide advice on the next steps moving forward.
If you're happy, we may ask you to provide some extra financial information. Or, with your authority, we may be able to write off or obtain such information ourselves. Then, we'll arrange to meet again to talk in more detail about your personal circumstances and where you want to be. Once we've gotten to know you better and we're all on the same page, we'll usually go away to work on our recommendations. These get presented in writing for your consideration. When your plan's been agreed and you're happy to proceed, we'll discuss your service options. We'll then make arrangements to meet at least once a year (depending on your selected option) to review your progress.