Brown Dog Financial Planning Ltd
Hungerford, Berkshire
Hungerford, Berkshire
We are Lifestyle Financial Planners and Advisers.
For us financial planning is about you and your lifestyle. It is about your peace of mind and the long term plan of knowing how much is Enough in actual pounds. Everyone’s Enough is different and it’s about your life and your journey with the decisions you make to try and get to the best place you can.
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What do you love most about your job?
I love being able to help my clients know that what they are doing is effective and giving them the knowledge to make their own decisions. Financial advice doesn't have to be about jargon and isn't about selling a new product for a fee for me. It is however, about showing someone what the financial impact of their decisions can be and helping them be as tax efficient and smart with the money they do have.
What inspired you to start your own business?
Being able to the best job I can for my clients and being innovative about how that can be provided.
Why should our clients choose you?
We have three stages to our Financial Planning process. The first is the most important and the client sits firmly in the centre of this part. Everybody is different and everybody's income or lump sum needs in their financial future are individual. Most people have put in place some sort of pension planning or savings or mortgage clearing plan. Our job is to help understand how these plans affect your future financial independence. Stages two and three are analysis of these existing, translating the jargon for you to understand and assessing the plans you have in place and the provision of anything new you may need. Have a look on our website www.browndogfp.co.uk
