We only work with clients when we are confident that we can improve their financial future and help them achieve their retirement objectives.
The best thing about our job is giving our clients the confidence to fund the retirement lifestyle they have worked so hard for.
Here are a few of their stories.
“We wanted a tax-efficient plan for our retirement” David & Gillian, Clitheroe, Lancashire
We first met David and Gillian in 2012 to discuss David’s pension options. At the time David was a company director, with the business operating out of an industrial unit,…
“We want our children to benefit more than the taxman”, David & Carol, Colne, Lancashire
Ten Financial Planning was asked to attend a meeting at a firm of solicitors in Burnley to discuss Inheritance Tax (IHT) with one of their clients. We were not the…
“When can I retire?” Bill & Joyce, Darwen, Lancashire
We met Bill before he became a Ten Financial Planning client when we were advising members of a company pension scheme for a firm in the Ribble Valley. We always…
If you would like to discuss your own situation, we are here to help. Please call us on 01200 420855 or complete the form below and we will be in touch.