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NOW Financial Planning is a well-established financial planning practice that has been supporting clients for many years. Our story began with a simple belief that everyone deserves to live life on their own terms, and we wanted to help our clients achieve just that. We believe that financial planning should be about designing the life you want, and we work closely with our clients to make this a reality.

Why Us?

At NOW Financial Planning, we understand that every client is unique, and we take the time to understand your individual needs and aspirations. Our experienced team of financial planners will work with you to create a personalised plan that is tailored to your specific requirements. We are committed to providing the highest level of service and are dedicated to helping you achieve your financial goals.

Meet The Team

Our team of financial planners are experienced and highly qualified. We are committed to ongoing professional development and regularly attend training and development courses. Our team includes Chartered Financial Planners, Certified Financial Planners, and Fellow of the Personal Finance Society. Our team is passionate about helping our clients achieve their financial goals and are dedicated to providing a first-class service.

What we do

NOW Financial Planning offers a range of financial planning services, including:

Planning for Individuals and Families

We understand that every family is unique, and we work with you to create a plan that is tailored to your specific needs. Our financial planners will take the time to understand your aspirations and work with you to create a plan that will help you achieve your financial goals. Whether you are saving for your children's education, planning for retirement, or looking to protect your family's financial future, we can help.

Planning for Business Owners

We understand the challenges that business owners face and the importance of having a solid financial plan in place. Our financial planners will work with you to create a plan that will help you manage your business's financial affairs, protect your business, and plan for the future. We can help you with business protection, succession planning, and retirement planning.

Pension Advice And Reviews

Our experienced financial planners can help you make sense of the complex world of pensions. We can provide advice on all types of pensions, including personal pensions, stakeholder pensions, and self-invested personal pensions (SIPPs). We can provide a comprehensive review of your existing pension arrangements and help you create a plan that will help you achieve your retirement goals.

Investment Advice and Reviews

We understand that investing can be daunting, and our experienced financial planners are here to help. We can provide advice on all types of investments, including stocks, shares, bonds, and investment funds. We can help you create a diversified investment portfolio that is tailored to your individual needs and aspirations.

Mortgage and Protection Planning

Our experienced financial planners can help you find the right mortgage for your needs. We can provide advice on all types of mortgages, including residential mortgages, buy-to-let mortgages, and equity release. We can also help you protect your family's financial future with a range of protection products, including life insurance, critical illness cover, and income protection.

Planning for Later Years

We understand the importance of planning for later life. Our financial planners can help you create a plan that will provide you with the income you need to enjoy your retirement. We can provide advice on all types of retirement income, including annuities, drawdown, and equity release.

Employee Financial Wellbeing

We understand the importance of employee financial wellbeing and the impact it can have on productivity and engagement. Our financial wellbeing programmes are designed to help employees take control of their finances and achieve their financial goals. Our programmes include financial education workshops, one-to-one financial coaching, and online resources.

Client Journey

At NOW Financial Planning, we are committed to providing a first-class service. We take the time to understand your individual needs and work with you to create a plan that is tailored to your specific requirements. We believe that financial planning is a journey, and we will be with you every step of the way.

What Our Clients Say

We are proud of the many long-standing relationships we have with our clients, and we are delighted

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