1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Kent
  8. breadcrumb-arrow
  9. Margate
  10. breadcrumb-arrow
  11. Need Financial Planning

Need Financial Planning

Independent Financial Adviser  Need Financial Planning, Kent, Margate, CT9 2NA
check
FCA authorised
Last authorised 22nd February 2021
Need financial planning? Need Financial Planning!
We can advise you on
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Bad credit
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Estate planning
check
Corporate pension
check
Group Pension/Stakeholder
Meet our advisers
MR James Brown DipFA
MR Colin Brown DipFA
IFA
About us

We are an independent financial advice firm, based in Margate, and we operate throughout Kent and Surrey. We give advice on multiple areas, including mortgages, protection, investments and pensions, equity release, and estate planning.

Our services

We specialise in various aspects of financial advice, and can guide our clients throughout their lives; from their first mortgage, to their investment and retirement planning, all the way up to to their estate planning.

More importantly, we specialise in listening and understanding your needs.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Need Financial Planning, 55 Upper Dane Road, Kent, Margate, CT9 2NA

Similar advisers near you

Green Lane Financial Planning
Independent Financial Adviser 1.74 mi
We are highly trained professionals offering bespoke financial planning solutions.
 
See profile
Talis Financial Advisers Limited
Independent Financial Adviser 1.87 mi
You. Your family. Your welfare. Your legacy. These are your priorities, these are my priorities.
 
See profile
London and County Financial Advisors Ltd
Restricted - whole of market 2.32 mi
Clients come to us for our bespoke advice and guidance on a wide range of financial planning scenarios. We know from first-hand experience that getting the right financial advice can make a big difference at any stage of your life, career or business.
 
See profile
Talis Financial Advisers Limited
Independent Financial Adviser 3.25 mi
You. Your family. Your welfare. Your legacy. These are your priorities, these are my priorities.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.