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Giving you what you need to make wise financial decisions, for the life you want now and in the future

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Welcome to Brown Dog Financial Planning

Financial planning isn’t all about money.
It’s all about you.

The What, How, Why & Who we are

Dog wearing goggles

What we do

We answer the questions “Do I have enough?” and “Am I doing the right thing?” with a financial plan, which we explain in plain English and monitor, so you don’t have to.
A good plan doesn’t mean you have to stop working, it just means you don’t have to keep working.

What we doRead More

Dog on a log

How we do it

By getting to know you, how you live now and how you’d like to live in the future, we can work out your ‘enough’, create a financial plan, then help you follow your plan to achieve it.
Peace of mind comes from knowing you’ve done all that you can to make the most of what you have.

How we do itRead More

Dog in the water

Why come to us

Our clients are people just like you, if you’re nearing retirement, need guidance with inheritance tax or wealth planning, or are simply wondering if your money is in the best place.
How our financial plans have helped clients.

Why come to usRead More

Will my partner be ok case study

Who we are

A small, friendly team, we approach financial planning differently to most, focussing on you, your bigger picture and how you’d like to live now and in the future.
It’s not all about money.
It’s about you. And us.

Who we areRead More

Why we do what we do, and why we’re good at it.

Get a feel for us, and how and why we do what we do, with our videos.

View our videos

The freedom you’ll have in the future depends on the financial decisions you make today.
We can help you to make good decisions.

Our proven formula for successful financial planning

1

Learn

We get to know you, your goals and what’s important to you.

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2

Plan

We create a financial plan, in plain English, to help you have enough.

paw print graphic

3

Act

We put the plan into action, moving you closer to your dream.

paw print graphic

4

Check

We monitor the plan and if it needs to change, so you don’t need to worry.

HOW WE DO IT

Don’t take our word for it, here’s what our clients say

Celia

“Full review of my income, assets, savings and out-goings enabling me to make the decision to give up full time employment before 60.”

 

Ted

“[We] started to become a little better off and wanted advice on sensible investment. [Jessamy put her] focus on understanding our personal needs rather than imposing a sheep-dip solution.”

 

Stephen

“Jessamy took the bull by the horns and took a global look at our financial situation and put into place some sound plans for our future”

 

Sigyta

“Totally turned our pensions situation around, put our affairs in order and gave us fabulous advice about how to next move forward with our finances as well as forecasts for the next few years.”

 

Charlotte

“I feel reassured that I can afford the retirement lifestyle I would like.”

 

Tony

“Jess is the consummate seasoned professional FA who I have entrusted my business and personal financial management for the past 15 years. I cannot recommend her highly enough.”

What’s a pension? When can I retire? Will I have enough?

Check out our Blog for answers and insights to boost your financial confidence.

Bramble the dog

How has Life changed for You?

The Spring Budget 2020

Dog on a log

Important News About Your Zurich Portfolio

Bramble sitting at desk

Investment Update: For Omnis Graphene Clients

Jessamy Walker financial planner and financial influencer

Jessamy spotlighted in research in to BPR estate planning

Reaching the big 50 can be a financial wake up call

Reaching 50 can be a Financial Wake-up Call

Are You Sure You Are Ready to Retire?

Are You Ready to Retire?

There is more to gold than pretty baubles

5 Reasons Why You Should Start Investing

5 Reasons Why You Should Start Investing

Finding lost pensions

Who Gets My Pension When I Die?

Help protect yourself from the UK pension crisis

Help Protect Yourself from the UK Pension Crisis

Financial inequality and the power of women's finances

Financial Inequality: The Financial Power of Women

Ready to take the next step with us?

Get in touch and let’s talk about you and your finances. 

GET IN TOUCH

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Contact

2 The Courtyard
Stype
Hungerford RG17 0RE

01488 682890
team@browndogfp.co.uk

 

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Registered in England. Company registered number 9699107.  Registered address 2 The Courtyard, Stype, Hungerford, RG17 0RE

Brown Dog Financial Planning Limited is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

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