Danbro Financial Planning Limited

Independent Financial Adviser  Danbro, Preston, Lancashire, PR1 8RY
First meeting at adviser's own cost
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
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Liam Winstanley
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Accreditations
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.

Where to find us
Head office address: Danbro, Jubilee House, East Beach, Lytham St. Annes, Lancashire, FY8 5FT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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.

Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020

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