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Managing Your Money in Retirement

In retirement, your financial situation is likely to have changed. By creating a retirement plan with DFP, you’ll get the security and reassurance you need at this exciting new stage in your life. Think about how you want to spend your retirement. Do you want to see more of the world, or take the time to try out new hobbies? Or maybe this is your opportunity to devote more quality time to the people you love. Whatever you want your retirement to look like, DFP are here to help.

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Your Journey With DFP

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Come & Say Hi

Preparing Your Retirement Plan

We'll Meet Again

Putting Your Plan In Place

Moving Forward

Come & Say Hi

We know it can be uncomfortable to talk about your retirement and future plans with someone you don’t know. So, at DFP, we invite all our clients to come in and meet Liam, our Chartered Financial Planner. It’s a free, informal chat and a great opportunity to get to know each other. We’ll discuss your goals, ambitions and find out what you want to get out of the financial planning process.

Preparing Your Financial Plan

Once you’re happy with our service options, we’ll get started on your bespoke plan. We'll carry out detailed analysis of your financial arrangements and conduct robust risk assessments. This in depth research, and our understanding of your goals, will help us prepare a solution that’s made just for you.

We'll Meet Again

Once we’ve prepared your personal plan, you’ll get invited to come in again and discuss your report in more detail. Plus, it’s another chance to clear up any uncertainties and ask any other questions you may have.

Putting Your Plan In Place

This is the exciting bit. When you’re happy with the proposed solutions, it’s time to put your plan into action. We’ll deal directly with your providers, so you have more time to spend on the things you love. With our help, the retirement you’ve always wanted could be right round the corner!

Moving Forward

At DFP, we’re committed to making your retirement the best it can be. Once you’ve agreed to our ongoing services, we’ll keep reviewing your plan to make sure you remain on target and in budget. You'll also get regular meetings to check your progress, and, if anything changes, just let us know. All you need to do then is sit back and let your money work better for you.

How Your Financial Plan Will Help

Make the most out of your money.

It's never too late to make a financial plan. We can help you prioritise and consolidate your retirement plans, making it easier to do the things you've always wanted to do. Your personal plan will give you the financial freedom you deserve.

You'll get greater clarity on:

  • How much income you may be able to generate from your assets.
  • How you can leave more of your money to your family.
  • Ways in which you can better manage your finances and make your money go further in retirement.
  • How you can achieve a more prosperous retirement.
A pension is a long-term investment which cannot normally be accessed until your reach 55. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.

What Our Clients Say

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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 Choose DFP?

With DFP, you'll get a comprehensive service that's focused on you, your family, and your retirement. Our team will work with you to create a reliable, adaptable, tax efficient plan. Our goal is to help you get to where you've always wanted to be, at a pace that suits you.
Reviews and Ratings for Financial adviser Liam Winstanley, Blackpool

Decades of Experience

What's more, our Director, Liam, has years of experience in pensions, financial protection and estate planning. So, with DFP, you're in safe hands. Learn more about what makes DFP different.

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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.