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 GroupWe’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:
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.”
Technical Support, Danbro Financial Planning
Karen’s a qualified Chartered Accountant, with a 1st class degree in Economics. She provides technical support to DFP, having held prestigious positions in finance and consultancy. Karen is crucial to our behind the scenes operation. She takes charge of Danbro Financial Planning’s data management and general administration. She also liaises with and arranges meetings for clients, and keeps on top of all our records and documents. Away from DFP, Karen enjoys music, reading, gardening and spending time with her family.
Mortgage & Protection Specialist, Danbro Financial Planning
The newest member of the Danbro Financial Planning family is Sharon. Her 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!Learn More About Sharon