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Helping you Discover your financial journey

Whatever your goals, aspirations or concerns, were here to help.

Discover how we can help you.

Our areas of expertise

Financial Planning

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Discover and plan for your financial future

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Inheritance Tax

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Ensure the maximum amount of wealth is passed onto your loved ones

Pensions ​

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Understand your pensions and Discover the retirement you want

Business Protection

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Help protect your business against the unexpected loss of key individuals

Investments

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The right investments to suit your objectives

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Tax Efficiency

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Sensible planning so you're not paying more tax than you need to

Life Insurance

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Protect you and the people that mean the most should the worst happen

Big Decisions

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With you every step of the way for life's big choices

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Mortgages

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We can help Discover the most appropriate mortgage solution for you

Your Financial Future

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Retirement Planning for when you hang up your boots

Together we can help you Discover the financial future you want

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

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TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

 

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON CASH DEPOSITS, ESTATE PLANNING, INHERITANCE TAX PLANNING AND TAX PLANNING.

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

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Who we help.

Proudly based in Doncaster, we help clients across Yorkshire and, thanks to technology also further afield

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We specialise in helping:

Your questions answered.

Just some of the unanswered questions you may have...

When can I retire and how much I need?

How do I protect my family, should the worst happen?

I have received an Inheritance, what should I do?

Should I combine my pensions?

Should I invest, and how do I do it?

How do I protect the key people in my business?

Our process

Your plan, our process.

Where do you see yourself next year, five years, 20 years?

Taking the first steps towards a more secure financial future is easy.

 

This is how we do it..

Discovery meeting

The first steps are getting to know each other without obligation and Discovering what you want to achieve. We take this time to dream the dream, understand your current circumstances, which in turn will help us consider the first steps and service as the foundation for our tailored approach.

Analysis

Our financial planning specialists will assess all the information from your initial meeting to determine an appropriate recommendation based on your aims and objectives and profile as an investor.

 

Using advanced financial planning tools, we will analyse your existing arrangements to demonstrate how your financial future might look both with and without our recommendations.

Advice

We will present a clear and straight forward recommendation to you in writing to help you achieve your financial objectives.

Implement

Once you are comfortable with the plan, we will put it into action. We will construct a solution or arrange product wrappers (pensions, ISAs, Trusts, etc) to implement the recommended plan/

ReDiscover

We recommended meeting with you on a regular basis to ensure that you remain on track to meet your goals. If an investment portfolio is set up for you, we will ensure that the recommended solution remains suitable for you.

Speak to Us.

We would love to have a chat and see how we can help

Discover Financial - Pensions and Financial Advice in Doncaster

Lets Discover and Achieve your financial future.

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