Danbro Financial Planning Limited

Independent Financial Adviser  Danbro, Lytham St. Annes, Lancashire, FY8 5FT
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FCA authorised
Last authorised 11th October 2021
We aim to provide you with a clear financial plan, great value portfolio's and understandable advice, underpinned by an honest and transparent fixed fee model.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
MR Liam Winstanley
Chartered Financial Planner
About us

Danbro Financial Planning is the independent financial planning arm of the award winning Danbro Accountancy Group.

We work with clients from all backgrounds, but specialise in helping people who are thinking about, at or in retirement looking for professional help with their investment, retirement and estate planning needs.

First and foremost, our job is to really understand you and what you want to achieve from your available resources.

Once we have done that, we can develop a suitable and understandable plan together.

Finally we will make some recommendations, put everything in place for you and if you like, review your plans on a regular basis.

Because we believe in transparency and in value for money, our fees are fixed and based on the time and expertise needed to advise you rather than how much money you have to invest.

Our services

Helping you put in place a sound, straightforward, flexible and understandable plan/portfolio for your needs.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Danbro Financial Planning Limited is an appointed representative of Sense Network Limited, which as authorised and regulated by the Financial Conduct Authority.

Danbro Financial Planning Limited is entered on the FS Register (<url hidden>) 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.

Danbro, Jubilee House, East Beach, Lytham St. Annes, Lancashire, PR1 8RY

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