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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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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.

People come to us for all kinds of reasons, but four main questions are most frequently asked, and answered:

  • Will I have enough to retire on?
  • When can I stop working?
  • What if something happens to one of us?
  • How can I reduce the inheritance tax burden for my family?

To illustrate how we can help, here are some example case studies. We’ve made them as clear as possible, but if you’d like to know more we’d be happy to explain.

Case Studies

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Do I have enough for a happy, comfortable retirement?

Enough to retire case study

Do we have enough for the retirement we want, and when can we give up work?

Will my partner be ok case study

What if something happens to me, will my partner be OK?

Minimising inheritance tax

Can I minimise Inheritance Tax for my family after I’ve gone?

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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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