Financial Planning
Financial Planning That Fits Your Life
Financial planning isn’t just about numbers – it’s about helping you live the life you want, with confidence and clarity.
At AD Financial Services, we work with you to build a financial plan that reflects your goals, values, and the things that really matter. Whether you’re planning for retirement, saving for something special, or just want to feel more in control, we’re here to help.
Why Choose US
- Expert Guidance: At AD Financial Services, we provide you with access to seasoned financial advisors. Their dedication to your financial well-being is unmatched, ensuring you receive the best possible advice and support.
- Comprehensive Services: A wide range of financial solutions covering investments, mortgages, pensions, and more.
- Transparent Approach: Clear explanations and honest advice ensure you’re always informed and confident.
- Ongoing Support: Continuous monitoring and adjustments to align your financial plan with your evolving needs.
- Client-Centric Focus: Your satisfaction and success are our top priorities, driving every decision we make.
What We Help With…
Retirement and pension planning
Planning for retirement gives you peace of mind.Save early to enjoy financial freedom later.
Pension planning helps secure your future income. Choose a plan that meets your lifestyle needs.
Savings and investments
Building a habit of regular savings is the first step towards achieving financial stability and long-term goals, no matter how small they may be.
Smart investments can grow wealth over time, helping you beat inflation and prepare for future needs or unexpected expenses.
Life cover and income protection
Life cover provides a financial safety net for your loved ones, offering peace of mind that they’ll be supported if the unexpected happens.
Income protection ensures a regular income if illness or injury prevents you from working, helping you meet everyday expenses.
Inheritance and estate planning
Inheritance and estate planning ensures your assets are distributed according to your wishes, providing peace of mind for you and security for your loved ones.
Proper estate planning helps minimise taxes, avoid legal complications, and safeguard your legacy for future generations.
Long-term care planning
Planning for long-term care ensures you or your loved ones receive the necessary support, whether at home or in a care facility, without unexpected financial strain.
Early preparation helps protect your assets, maintain independence, and gives peace of mind, knowing your future care needs are thoughtfully considered and accounted for.
Tax-efficient strategies to grow and protect your wealth
Discover smart, tax-efficient strategies designed to help you grow your wealth steadily while minimising unnecessary liabilities.
Protect your financial future by making informed decisions that align with your long-term wealth preservation goals.
Personal Advice, Tailored to You
Everyone’s life is different – so your financial plan should be too. We’ll take the time to understand your situation and what you’re trying to achieve, then build a plan that’s realistic, flexible, and easy to follow.
You’ll get clear advice, without jargon, and a long-term relationship you can trust.
A Plan That Grows With You
Your financial needs will change over time – and that’s okay. We’ll keep your plan under regular review and make sure it always reflects your life today, not just what you thought five years ago.
We’re here for the big milestones, the unexpected moments, and everything in between.
We’ve been around for 25 years!
We are a financial planning business, focused on helping you understand and plan for your financial future both personally and professionally.
We provide holistic financial advice for (individuals, businesses, trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and mortgages (including buy to let and lifetime mortgages).
Get a Financial Health Check
Take control of your financial well-being with our comprehensive financial health check services.
Our skilled advisors at AD Financial Services analyse your income, expenses, savings, investments, debts, and insurance coverage to assess your overall financial health