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Need Financial Planning

Independent Financial Adviser  Need Financial Planning, Kent, Margate, CT9 2NA
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FCA authorised
Last authorised 3rd May 2021
Need financial planning? Need Financial Planning!
We can advise you on
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Auto enrolment
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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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Pensions transfer
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SIPPs
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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 first home
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Equity release
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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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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Socially responsible investments
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Unit trusts
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Estate planning
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Corporate pension
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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
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    Face to face

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

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