Postcard Financial Planning Ltd

Independent 5 Leconfield, Durham, Darlington, DL3 8HL
First meeting at adviser's own cost
Response rating
9.1 /10
FCA verified
14th October 2019
Our Director Rohan is one of only a few thousand pension specialists in the UK.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Next home / Remortgaging
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Rohan Sivajoti
Director
What our clients say
When we first started looking for a financial adviser we felt out of our depth and we really didn’t enjoy the process at all until we found Rohan. Rohan has made planning for our future simple and most of all exciting. He has taken the time to explain the jargon and personalise our plan for our future and because of this we understand our finances more than ever. We trust Postcard Planning implicitly and we would highly recommend them to anyone.
Mr & Mrs Colenso, Yorkshire
Rohan was both professional and caring. He listened to my request with regard to my re-mortgage. He couldn't have been more helpful and supportive. He found me a great deal and saved me a lot of money. I am a low earner and a single Mum, I was dreading sorting out a re-mortgage. He made it so easy. I would not hesitate to recommend him to anyone requiring mortgage advice.
Ms H MacArthur, Yorkshire
For anyone wanting down to earth financial advice I would highly recommend Rohan Sivajoti of Postcard Planning Ltd. He recently gave me advice on my modest pension, helping me to decide when and how to draw it in order to maximise my finances. Initially I was sceptical about paying for a financial advisor but found Rohan on the ‘Unbiased’ website accessed through Money Saving Expert. He was friendly, approachable and knowledgeable. I would not hesitate to recommend him to anyone looking for straight forward, jargon free financial advice.
Mr B Cassell, Yorkshire
Where to find us

5 Leconfield, Durham, Darlington, DL3 8HL

Make an enquiry
About us

The Retirement Planning Specialists. Simple as that.

Our services

Planning for retirement and what to do when you get there in a simple and understandable fashion. No jargon allowed!

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0