Your Trusted, Local Advisors
At Danbro Financial Planning, we're passionate about people; putting you at the very heart of what we do. Whether you're retired, or run your own business, we help people like you plan your future, on your terms.
Our team have decades' worth of experience working in the financial services sector. What's more, you can rest assured that we're recommended thanks to our 5.0 VouchedFor rating. So, why not read our reviews, here.
Powered By The Danbro Group
We're part of the award-winning Danbro Group, from the Fylde Coast.Trust, respect, integrity, dynamism and, most important, family, are our company values. After all, what is a financial plan if not a safeguard for your family's future?
Because we're part of the Danbro Family, we can work alongside your accountant. This means we can meet all your accountancy, tax and financial planning needs under one roof! The Financial Conduct Authority does not regulate Tax advice.
The Danbro Group's accreditations:
Liam Winstanley
Director, Danbro Financial Planning
Liam is a Chartered Financial Planner, and Director at Danbro Financial Planning. He has a commitment to delivering the highest standards in service, ethics and professionalism. Liam specialises in mortgages, pensions, retirement plans, financial protection and estate plans. Away from work, Liam's an avid cricket fan, enjoys football and loves spending time with his wife and son.
What Liam says: "At DFP, we'll help you build a picture of your financial future. We assess how you're shaping up against your objectives and how you can improve your chances of success."
"Our investment philosophy centres on research, evidence and common sense. I believe in diversifying your investments, keeping your costs down and investing in line with your own agreed plan."
"We encourage patience, discipline and long-term thinking in relation to your investments. Of course, in making our recommendations, we use a wide range of investment solutions, portfolios and products. These depend on your timeframe, risk profile, personal objectives, and other factors."
Sharon Kennedy
Mortgage & Protection Specialist, Danbro Financial Planning
Sharon's chief role is to liaise with you, our clients, to understand your needs and provide expert advice on suitable mortgage and protection arrangements, built around your circumstances.
Sharon joined the team in 2020, with a quarter-of-a-century’s-worth of experience in the financial industry under her belt. Away from DFP, Sharon is a keen musician and is currently in training to achieve a black belt in self-defence karate!
Sophie Freeman-Myers
Financial Planning Consultant, Danbro Financial Planning
Sophie Freeman-Myers is our Financial Planning Consultant. She began her career as an Apprentice IFA Administrator back in 2013. Since then she has gone through the gears as an IFA Administrator, a Paraplanner, a Senior Paraplanner and now a fully-fledged Financial Advisor. She is also close to completing her final exams to qualify as a Chartered Financial Planner!
Sophie’s particular expertise lie in pensions and retirement planning but she also has a wealth of experience advising on investments, financial protection, and estate planning. Away from work, Sophie spends most of her time with her boyfriend and two cocker spaniels, strolling the beautiful Longridge countryside. She’s also a season ticket holder for Burnley FC… for her sins.
Susan Simpson
Mortgage & Protection Specialist, Danbro Financial Planning
Susan Simpson is one of our Mortgage and Protection Specialists. She previously worked as a Mortgage Advisor for an estate agency, which allowed her to develop an excellent understanding of all sides of the property market. Susan has a breadth of knowledge and is particularly adept at supporting homeowners who are looking to refinance, and helping first-time buyers secure the keys to their new home.
Away from work, Susan is a keen swimmer and cyclist – you can often find her cycling along Preston’s famous Guild Wheel – and is also partial to the odd spa day. But most of all, she enjoys socialising with friends and spending time with her family.
