Financial planning

Six steps to a more secure financial future

Financial planning


Six steps to a more secure financial future

Here at Dunhams Financial Planning we offer a clear six-step process when it comes to your financial planning and wealth management. What’s more, at each and every stage, you maintain total control. Here’s how we can help you achieve financial freedom…

Step one – welcome meeting

During the first meeting, we will listen to you and establish a brief overview of what your requirements are and what you would like our help with, to improve your overall financial position. Naturally, there will be no charge for this meeting.

Step two – information gathering

This is where we get to know you better and gain a thorough understanding of your unique personal financial circumstances, concerns, goals and aspirations. This will help us to build a framework from which our ultimate financial plan and tailored advice for you will develop.

Step three – analysis, planning and research

After the first two stages, we then analyse your specific circumstances and focus on where and how we can improve your financial position. We’ll prepare a personalised financial plan for you which may include protection planning, savings and investment planning, retirement planning, wealth protection and strategies for achieving financial independence.

Step four – recommendations and impact summary

We then send you our bespoke holistic Financial Planning Report before meeting up to discuss the many options it outlines for you and our specific recommendations before agreeing the way forward.

Step five – implementation of recommendations

Once you’ve decided which of our many recommendations you’d like to progress, we put them into action. We also look at the specific tax mitigation strategies, liaise with your solicitor as appropriate to ensure that everything is correctly drafted, and complete all necessary paperwork.

Step six – ongoing review

If you have chosen our ongoing service, we will meet with you regularly to review and evaluate both your financial plan and investment strategy. This review will help to ensure that you stay on track to achieve your financial goals and personal aspirations.

Our happy customers:

John Slattery, Managing Director, Slattery Ltd

I can’t recommend Dunhams highly enough. In recent years they have undertaken a review of all my financial affairs – both business and personal and come up with ideas which, now they have been implemented, have saved me, my business and my family significant amounts of tax. A traditional firm that won’t entertain tax schemes, Dunhams are nevertheless extremely creative, think radically and have thought outside the box to re-structure my affairs so as to improve my financial wellbeing not only this year and next but long into the future.

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    Want a financial consultation with no obligation?

    Call Dunhams Financial Planning now on 0161 872 8671

    Or email paul.o’ or

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