Exceptional Services
Founded in 2022 with 20 years' experience, Bounty Financial Planning helps you create a secure and fulfilling financial future. We specialise in pensions, investments and protection, offering clear, personal advice you can trust.
Looking after you and your family
Whilst a crucial part of our service is to help you fully understand your financial circumstances and identify areas that can be improved, our main aim is to enable you to create a solid future financial strategy for you and your family. We do this by creating a 'cashflow forecast' looking at your current circumstances, and forecasting this forward to age 100.
We will then explain your options in no-nonsense language. We will support you to make key decisions with confidence, based upon numerical evidence, coupled with emotional desires - that enhance your financial wellbeing.
Our financial planning services
Bounty Financial Planning is FCA authorised, and can recommend and advise upon the entire financial marketplace including but not limited to:
Pensions
There are multiple types of pensions available, so we’ll help you to choose pension products that align with your retirement goals.
Investments
From a range of ISAs or investment bonds, to other methods of making your money work for you, we’ll discuss your investment options, and tax strategy, and help you to choose wisely.
We will also quantify your income tax, capital gains tax and inheritance tax - and help you plan with these taxes in mind.
Protection
Protecting your livelihood in the event of being too sick to work, or providing for your children if you were to die - are important conversations that should not be be ignored. We will tactically discuss with you the issues you could face if your life does not as you had planned. We can help with all kinds of safeguarding solutions, such as life assurance, critical illness and income protection. Our advice is 'independent' so we can select the best for you, as not all protection plans are created equally.
Regulated by the FCA
Bounty Financial Planning is regulated by the Financial Conduct Authority registration number 968637. The FCA ensures that financial advisers remain honest, fair and effective so that consumers get a fair deal as part of a stringently regulated system. This means that you immediately gain the security and reassurance that’s vital to the process when seeking independent financial advice.
Just as importantly, Bounty Financial Planning is liable to pay compensation to the client if our advice is incorrect, which gives you the peace of mind that we’re serious about providing the highest calibre of bespoke guidance and recommendations.
Bounty Financial Planning have also been 'accredited' by SOLLA - The Society of Later Life Advisers - who specialise and have knowledge particluarly of clients who are about to retire, or who are already retired - and the financial considerations that come with getting older.
Plan for a comfortable future
Everyone has unique life goals, so your financial adviser should take all of your aspirations into consideration. Whilst some people look forward to a quiet retirement surrounded by friends and family, others have more adventurous and luxurious ideas, such as fine dining, regular holidays and enjoying a range of creature comforts. However you envisage your lifestyle later in life, we’re here to help you plan your finances in a responsible, tax-efficient and strategic manner.
Book a free 30 minute call
If you’re ready to unlock the potential of in-depth financial planning, get in touch today on 01482 862 537 or 07767 696 093. Alternatively, fill in our contact form and we will get in contact.