Market Data - Financial advisers, investment and pensions advice and mortgage brokers in - Rochester - Direct Financial Planning UK Limited

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Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in deciding to prepare a risk aversion strategy. This is reasonable and prudent for anyone who is sure that they already have ample to provide for themselves and their family into the future.Read More
All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably. Adequate insurance is therefore not a luxury - it is an absolute necessity.Read More
If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. However, since equity release can be an expensive way to raise money when taking into consideration payment of arrangement fees or interest, you should also consider the following...Read More
Professional Financial Planning is the process which aims to help you realise your ambitions. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term. You will almost certainly have plans of some kind - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications ...Read More
This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive in a very competitive marketplace... In addition to home insurance, we can also provide access to cover for accident, sickness and unemployment...Read More
Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family. Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute...Read More
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business... It can provide the reassurance of financial protection for you, your family and your business associates...Read More
Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs and requirements? We are not tied to any particular lender, which means that we have the ability to act on your behalf in order to establish the most appropriate mortgage solution for you.Read More
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance, you need to provide yourself with a secure income for the rest of your life. A well prepared pension plan which is regularly reviewed...Read More
Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added. Saving is perfect for people who don’t want to take any risks with their money, and most savings accounts have easy access...Read More
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances. An expert will be able to help you plan your taxes in advance ...Read More
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Please note this does not constitute advice and the figures shown are purely a guide and may fluctuate.

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Direct Financial Planning UK Limited
2A Galleon Way
Lower Upnor
Rochester
Kent
ME2 4GX
T: 01634 730800
Email Us

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Direct Financial Planning (UK) Ltd is an appointed representative of TenetConnect Services Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Limited is entered on the Financial Services register (www.fca.org.uk/register) under reference 150643.

Direct Financial Planning (UK) Ltd is registered in England and Wales under reference: 04709132
Registered Address: same as above

Tenet provide regulatory, technical, training and business development support to help us meet the stringent and comprehensive requirements of our regulator, The Financial Conduct Authority (the body that aims to make sure that financial markets work well so consumers get a fair deal).
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