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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

At DFP, we understand it can be difficult to discuss your financial aspirations with someone you've not met before. That's why we always invite our clients to come in for an informal, no obligation chat with our Chartered Financial Planner, Liam.

Preparing Your Financial Plan

Once we've agreed on the service level that you need, we'll delve deeper into your own goals and aspirations. Liam will also review your financial situation, risk profile and any existing arrangements that you have. 

We Meet Again

Once we've put your plan together, we'll meet with you again to discuss your report in more detail. We'll also take this opportunity to answer any further questions you have.

Putting Your Plan In Place

When you're happy with your plan, it's time to get things moving. Thanks to the decisions you've taken, you could be well on the way to a flourishing financial future.

Moving Forward

At Danbro Financial Planning, we have a commitment to you. Should you agree to ongoing services, we'll review your plan regularly, to help make sure that you remain on track and in budget.  So, what're you waiting for? Contact us today.

 

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.