Financial Planning
Why Financial Planning Matters
Financial planning is more than just managing your money – it’s about taking control of your financial future and building the life you envision.
Whether you’re saving for a major purchase, planning for your children’s education, or preparing for retirement, having a comprehensive financial plan can provide peace of mind and confidence in your financial decisions.
At AD Financial, we’re committed to helping you achieve your goals and live the life you deserve.
Why Choose US
- Expert Guidance: At Ad Financial, we provide you with access to seasoned financial advisors. Their dedication to your financial well-being is unmatched, ensuring you receive the best possible advice and support.
- Comprehensive Services: A wide range of financial solutions covering investments, mortgages, pensions, and more.
- Transparent Approach: Clear explanations and honest advice ensure you’re always informed and confident.
- Ongoing Support: Continuous monitoring and adjustments to align your financial plan with your evolving needs.
- Client-Centric Focus: Your satisfaction and success are our top priorities, driving every decision we make.
Here’s what we can help with…
Investment Planning
It’s important to identify what you might want to achieve and how you can do this.
We can help you to identify your goals and create a plan for your finances to help you achieve them.
Mortgage Advice
Whether you’re buying your first home, a buy to let property, moving home or looking to re-mortgage, our mortgage services are designed to provide you with the best mortgage solution for your needs.
Retirement Planning
We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement.
Lifetime Mortgage Advice
This is a way of releasing the wealth tied up in your property. With a Lifetime Mortgage product, you must be over a certain age (typically over 55) and own your own home. If you are eligible, we can advise on Lifetime Mortgage products.
Protection Planning
Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events.
We can help you plan for the best way to protect you, your family or your business.
We’ve been around for 25 years!
We are a financial planning business, focused on helping you understand and plan for your financial future both personally and professionally.
We provide holistic financial advice for (individuals, businesses, trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and mortgages (including buy to let and lifetime mortgages).
Get a Financial Health Check
Take control of your financial well-being with our comprehensive financial health check services.
Our skilled advisors at AD Financial analyse your income, expenses, savings, investments, debts, and insurance coverage to assess your overall financial health