Creating a financial plan for yourself is difficult. That’s why, at DFP, we invite our clients for a free initial, informal chat with Liam, our Chartered Financial Planner. There’s no obligation, it’s a relaxed discussion to give you the chance to get to know the team here at DFP. Liam will talk you through the financial planning process and answer your questions. He’ll also let you know what DFP can do to help. To arrange your meeting for a time and location that works for you, call us now.

If you’re satisfied with our proposals, we’ll start putting your plan together. Liam’s analysis includes a detailed risk assessment of your financial arrangements. This research, added to the discussions we’ve had about your goals and ambitions, will help us create the most appropriate plan for you.

Once prepared, we’ll invite you to come in again, so we can discuss your report in more detail. This is another opportunity for you to speak to Liam, face-to-face, and ease your concerns. When it comes to financial planning, conversation is key. So, feel free to ask whatever you need to know.

With your plan ready to go, it’s time to set the wheels in motion. We’ll carry out the leg work for you. That means dealing with your providers, so you can spend more time doing what you do best.

Moving forward, we’ll set further meetings to check how you’re doing and make sure you remain on target and in budget. We’ll review your progress and offer advice in case of changes to the law, or in your personal life. In the meantime, sit back, relax, and embrace your financial future.