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Welcome to Direct Financial Planning

INDEPENDENT FINANCIAL ADVISERS ROCHESTER, KENT
Your Choice, Your Money, Your Future
FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Wealth Management

    Wealth, just like your health, must be carefully preserved...

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Welcome to Direct Financial Planning UK Limited, Independent Financial Advisers in Rochester, Kent

Welcome to Direct Financial Planning UK Limited

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01634 730 800 or email us at enquiries@directfp.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

Our Plan For You

Our Plan For You

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

TESTIMONIALS

See What Our Clients Have to Say About Us

Sarah Back - Rainham

Upon reviewing our insurances we realised that we did not have any mortgage protection in place and engaged Alex to look at the options best suiting our particular needs. Alex explained the options with recommendations, and in particular obtained cover that would otherwise have been difficult or too expensive. We are now very confident that we have suitable and adequate protection in place that is not excessive but suits our current and future needs.

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SEND US YOUR EMAIL ADDRESS IF YOU WOULD LIKE TO RECEIVE OUR REGULAR NEWSLETTER

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WHERE WE ARE

01634 730 800
2A Galleon Way
Lower Upnor
Rochester, ME2 4GX


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