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Financial planning support

Helping you take control of your finances and your future

Supporting you through every stage of your financial journey

As with everything in life, we all get a better result when we have a plan. It therefore goes without saying that, for something as vital as your financial future, having a plan should be considered essential. With the help of our financial planning specialists, you’ll receive guidance and support specifically tailored to helping you achieve your goals throughout all financial stages of your life. 

David Collins
Financial Planner DipPFS

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Our financial planning specialists are here to help you achieve your financial goals, no matter what stage you’re at

From crafting a personalised MasterPlan that empowers you to visualise your financial future, to designing strategies that help you best invest, accumulate, and protect your wealth, NFP is your lifetime partner for achieving your financial goals, whatever they may be.

Investment strategy support

The foundation of securing your financial future is effectively investing and growing your assets. With comprehensive investment plans to cover key concerns, our financial planning specialists can:

  • Help you navigate the ever-changing investment market, make smarter investment decisions, and prepare for the unexpected
  • Support you to stay on track to secure your financial future
  • Implement your investment strategy and monitor performance to optimise your financial standing

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After meeting with David from NFP, I want to say how grateful I am for his time and patience. Following our conversation, I reviewed my State Pension situation and decided to take the necessary steps to ensure I’ll receive the full entitlement in the future. It wasn’t the easiest decision, but after David's informative and consultative approach I'm already feeling more at ease knowing it’s now sorted and that it will benefit me in the long term. Thank you again for your advice and support!
Working with David Collins and NFP Financial Planning has been a consistently positive experience. Their service is clear, thoughtful and focused on solutions. David's advice is always carefully explained and fully aligned with my individual needs. His exceptional professionalism and integrity make the process of financial planning straightforward and instils confidence in my future financial decision-making.
We really appreciate how we have benefited from the initial investment advice and in recent years the informative and friendly support given by our financial advisor David Collins at NFP. He always listens and answers all our queries and takes time to scope out various scenarios to demonstrate and reassure us that our finances are on a good footing.
We have been clients of NFP Financial Planning for over 8 years and have never regretted appointing them as financial advisers. They have always taken the time to get to know us and what is important to us so that their advice is tailored to our situation. They know their stuff and we know their advice will take account of all aspects of our circumstances. Every member of the team is thoroughly professional and diligent and make us feel they want what is best for us. We thoroughly recommend them.
Our experience with NFP started many years ago when they were a small private company. They have always been, and remain, a very professional company with a personal touch. They gave us very sound advice initially and helped us maximise our initial position on the pension platform. The recommended fund has consistently performed well and we are very happy with the service received. Our advisor David has always found time to ask how we are and seeks to ensure that we are totally happy with what has been discussed and takes time to explain complicated financial issues while checking that we have understood. We wouldn't hesitate to recommend NFP.
We have received outstanding support and expert advice from NFP and David pre- and post- retirement over many years.  David has helped us build a solid investment portfolio fully reflective of our risk preferences. His advice has yielded significant growth in our investments.  David has a friendly approachable style and is fun to work with. We would fully recommend both David and NFP for their excellent retirement planning.
We hold NFP, and specifically David Collins as our financial planner, in high regard. David has provided a truly tailored service, attentively listening to our objectives and designing a strategy customised to our needs. Demonstrating a high level of professionalism, approachability, and flexibility, David has clearly explained complex financial options, enabling us to feel assured about our financial future as we transition into retirement.
We have been clients of NFP for over ten years from my retirement and transition from a company pension to a SIPP. We have been very pleased with both the service and advice provided. The Dashboard is very useful and easy to use and communications and advice following significant market or government changes is prompt and useful. David Collins understands our needs and is aware of our attitude to risk and is adept at drawing out our budget and financial requirements to show us likely outcomes in a personable and friendly manner.
We have found the financial planning with our NFP Financial Planner very useful and particularly helpful in putting our minds at ease regarding the difficulties sometimes in planning and managing your retirement pot. Being able to reach out to someone we know to help us talk about our financial plans is very comforting. The website is also helpful and giving us the ability to view growth of our plans and our quarterly reports with ease.
We initially used NFP Financial Planning as independent financial advisors to help us rationalise the diverse range of investment products and pensions which we had accumulated over many years prior to retirement. Since retirement we have used NFP’s services to help us navigate the complex issues of tax, pensions drawdown, investments and future lifestyle planning in volatile financial markets . We have particularly appreciated the help of David Collins who has acted as our Financial Adviser at NFP for several years. He has provided insightful advice on many complex issues in helping us successfully meet our retirement objectives.

Financial protection

It may be uncomfortable to think about, but it is essential to consider the financial effects on you and your family should the worst happen. As your financial planning partner, our job is to protect the things closest to you, the achievements that you have worked so hard to accomplish, as well as ease key stresses, such as:

  • Will your loved ones be financially secure if you pass away suddenly?
  • Will you be financially protected if you can’t work due to a serious and/or long-term illness?

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Financial protection

Retirement planning support

Not only do you deserve your dream retirement, but you also deserve specialist support to help make getting your dream retirement as simple and hassle-free as possible. Through a personalised retirement plan tailored specifically to you and your goals, we're here to:

  • Ensure you’re financially equipped to live the best possible life after work, whatever happens
  • Help make your transition from employment to retirement stress-free and seamless
  • Empower you with the knowledge and tools to secure the life after work you and your family deserve

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A PeopleFirst service, supported by technology

Your hard work deserves the reward of living the life you’ve always wanted for yourself and your loved ones, with the peace of mind that your financial future has been meticulously planned, understood, and prepared for. Our financial MasterPlan technology will be able to do just that, allowing you to:

  • Plan major life events and financial goals
  • Visualise your cashflow
  • Break down your expenses
  • Track your assets
  • Understand your taxes

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Request a chat with one of our financial planning specialists

To see how we can help you take control of your finances and your future, request a chat with one of our financial planners.