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Plan Your Future with DFP

If you’re thinking about your future, a financial plan can take the pressure off. A professional planner can provide the right help and support, so you can make the most of your money. Are you thinking about how your savings could benefit your family? Or perhaps you’re contemplating how much money you’ll need to live your best life? No matter your circumstances, with our personal approach and diligent forecasting, DFP have you covered. Get Started

Your Journey With DFP

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Come & Say Hi

Preparing Your Plan

We'll Meet Again

Putting Your Plan In Place

Moving Forward

Come & Say Hi

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.

Preparing Your Financial Plan

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.

We'll Meet Again

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.

Putting Your Plan In Place

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

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.

How Your Financial Plan Will Help

Your money could be working harder.

Whether you want to pay off your mortgage early, do some home improvements, or grow your family, a financial plan will help you do the things you've always dreamt of doing.

Your Financial Plan Should:

  • Give you a greater idea of how and when you're likely to meet your objectives.
  • Help you plan for the unexpected. We'll identify risks and challenges to make sure you're saving money and planning ahead.
  • Paint a picture of your financial future. Your plan should allow you to feel confident enough to make bold decisions.
  • Help you practice careful budgeting, sensible spending and tax planning. We want to make your money work harder for you.
  • Give you the security and peace of mind that you deserve.

What Our Clients Say

With Danbro Financial Planning I feel like a load has been lifted from my shoulders and that someone is on my side. I now meet Liam for a review on a 12 monthly cycle. Any day-to-day queries are sorted over the phone, or via email. The peace of mind that this service gives you is worth the cost.
Colin SmithiesPlanning Ahead
Liam spent considerable time talking to me to understand my future retirement goals/plan and explaining the options before recommending a pension product. I am very happy with the advice and recommendation Liam provided.
Sally SwaineApproaching Retirement
I found my adviser Liam Winstanley completely understood my very complicated financial situation, which was very impressive. His knowledge and persevering attitude enabled me to almost double my tax-free allowance, which more than covered his fees. He is also very easy to talk to and very thorough. I cannot recommend him highly enough.
Oner AhmetApproaching Retirement
I recently bought a house & the process of finding a mortgage was very stressful. I was passed through to DFP by my Personal Accountant & throughout the whole process I’ve had no stress. DFP arranged a very good, five-year, fixed-rate, buy-to-let mortgage, which was all done by Liam & his team. All I needed to do was read & sign a few forms. I’d recommend DFP as financial advisors & would definitely recommend their mortgage service.
Mr LoveladyMortgage Client

Why DFP?

Danbro Financial Planning are an independent team of professional financial planners from Lancashire. Our service is transparent, our fees are fixed and we have years of experience working in the financial sector. What's more, we're part of the Danbro Group. Danbro have been helping people like you make the most of their money for over 20 years. So, you can trust DFP to have your best interests at heart.
Reviews and Ratings for Financial adviser Liam Winstanley, Blackpool

Dedicated to you

Our dedicated team will work with you to establish your goals and turn them into reality. We'll tailor your plan to you, addressing your fears, concerns and personal objectives. We've helped so many people in similar situations to you, so what's stopping you?

What's Next?

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Give us a ring today on 01253 600 597.

Important Information

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.

 

Company number 11009261 registered in England. Danbro Financial Planning Limited Registered office address: Jubilee House, East Beach, Lytham St. Annes, United Kingdom, FY8 5FT.