Plan Your Retirement with DFP
For many people, approaching retirement can be a daunting prospect. We want to help you get to where you want to be, at a pace that suits you. With a financial plan, we hope to give you the self-assurance you need to take the final step into a happy, prosperous retirement. Here’s a question; how do you imagine your life after you’ve left the world of work behind? Whether you see travelling, classic cars, property development, or enjoying a life without limits, DFP can help.
Your Journey With DFP
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Come & Say Hi
Preparing Your Plan
We’ll Meet Again
Putting Your Plan In Place
Come & Say Hi
We understand that it can be difficult to go through your business plans with someone you’ve never met. That’s why we invite our clients to an initial free, informal meeting with our Chartered Financial Planner. It’s a no obligation discussion and a great opportunity for you to get to know the team here at DFP. We’ll listen to your aspirations (and trepidations) and give you an idea of how we may be able to help.
Preparing Your Financial Plan
We’ll prepare your plan once you’re happy with the service options outlined in your initial meeting. Liam will then carry out his analysis, which includes a robust risk assessment of your financial arrangements. We’ll also look into and advise on any products or services you may require such as contractor mortgages or pensions.
We'll Meet Again
Once in place, we’ll invite you to come in and see us again to discuss it in more detail. It’s the ideal opportunity to catch up and to resolve any uncertainties. Liam will take the time to go through your concerns, answering any questions you have. Your self-employed financial plan will provide greater structure for your long-term finances.
Putting Your Plan In Place
With an agreement in place, it’s time to put your financial plan into practice. We’ll take care of the admin for you, dealing with providers on your behalf. Now for the exciting bit. Thanks to your decisions, the financial freedom you’ve aspired to could be waiting around the corner!
At Danbro Financial Planning, we have a commitment to helping you get to where you want to be. With your agreement, we can also review your plan regularly, to help make sure that you remain on track and in budget. We’ll also give you advice on any unexpected changes to the law, or your personal life and self-employed status. Then, all that’s left for you to do is to sit back and let your money work harder for you.
Nearing Retirement: How your plan will help
You don’t have to wonder what retirement could look like.
Your investment approach and retirement plan can be as simple or sophisticated as they need to be. They’re dependent on factors such as your objectives, knowledge and risk profile.
You’ll have greater clarity in relation to:
- When you can retire and what you need to save to do so
- How much income you’ll need to stop working – and whether you have enough already
- Ways in which you can better manage your finances and make your money go further
- How much income you may be able to generate from your assets
Why Choose DFP?You’ll get a service that’s focused on you and your journey towards retirement. We’ll work with you to create a flexible, tax efficient financial plan. Our goal is to help you get to where you’ve always wanted to be. What’s more, our fixed and transparent fees mean there’s no hidden surprises.
Dedicated to youLiam has decades of experience in pensions, financial protection and estate planning. As his VouchedFor rating attests, you can trust Liam to have your best interests at heart.
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.