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Dream Bigger. Plan Smarter. Retire Better.

  • Considering early retirement but not sure how much you’ll need to save?
  • Unsure how much is in your pension pot – or how to consolidate plans from previous jobs?
  • Looking to diversify your investment portfolio, or at least make it more tax-efficient?
  • Would you like to better protect your assets, or ensure they’re generating an income after you retire?
  • Maybe you need advice on things like estate planning, inheritance tax, or even will writing?
  • Or do you simply want to leave as much as possible behind for the ones you love?

Then contact Danbro Financial Planning today and take the first step on your journey towards a happy, prosperous retirement.

The Financial Conduct Authority does not regulate will writing, tax and estate planning.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.

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Retirement Without Restriction

Navigating the complexities of the UK’s financial landscape can seem a little daunting – especially when it comes to preparing for your retirement. In these times of financial uncertainty, you need a structured, robust retirement roadmap to make your money go further and enhance your pension pot.

At Danbro Financial Planning, we want to make your retirement journey clear, purposeful, and rewarding. We’ll work with you to understand your retirement aspirations, diversify your investments, explore untapped opportunities, and consolidate your pension assets for optimum returns.

Meet The Team

Stop By & Say Hi

You’re invited for an informal, no obligation consultation with one of our experienced advisors. This can either be in person, over the phone, or via video call; whatever you’re most comfortable with. It’s the perfect opportunity to get to know one another and to better understand your retirement aspirations.

Preparing Your Plan

Once you’re happy to proceed with our support, we’ll get started on your bespoke retirement plan. We’ll carry out detailed analysis and robust risk assessments of your financial arrangements, investment portfolio, and pension funds – piecing together a financial strategy that’s tailored to you.

We Meet Again

You’ll be invited to meet with your advisor once more to discuss your plan in more detail. It’s the ideal opportunity to ask questions and address any concerns. Sadly, the mistake many financial planners make is to listen with the intent to dictate. Instead, we promise to listen with the intent to understand, inform, and collaborate.

Putting Your Plan Into Action

Now for the exciting bit. It’s time to put your plan into action. We’ll deal directly with any brokers or providers, taking care of the admin and keeping an eye on your portfolio. Thanks to your decisions, the retirement you want could be just around the corner! Thereafter, we’ll continue to review your plan and portfolio to make sure you remain tax-efficient, on target and in budget. All you have to do is sit back and let your money work harder for you.

What Our Clients Say

At DFP we’re invested in you. We’re proud of our outstanding reputation for quality and transparency.
But don’t just take our word for it, read what our customers have to say below.

Colin SmithiesPlanning Ahead
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.
Sally SwaineApproaching Retirement
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.
Oner AhmetApproaching 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.
Mr LoveladyMortgage Client
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.

Learn More…

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.