Financial Planning
Financial Planning
Look at the big picture of your finances with Pebble
Taking a holistic approach towards financial planning, a financial planner helps you to work out what are your goals and what you want to achieve at the bottom, and then we create a plan and help you to make it happen.
We are not just focused on your money and investments; our focus is on you and your financial goals. Our expert financial planners work on taxes, budgeting, investments, and pensions to create a customised plan for your finances.
Working with pebble’s financial planning advisors will help you to keep control of your finances. Make sure that every step taken is clear and confidential for your financial future.
We are not only creating a financial plan; we provide a road map for your financial future. The plan will show you where you are today and where you want to reach, and then accordingly a plan will be created and executed.
Our Services:
Understand your future personal financial goals through cash flow modelling
Prepare a plan to help you preserve financial health
Build a pension planning strategy for your future
Friendly advice on your plans
Identify protection solutions
Is financial planning right for me?
If you’re just looking for minimum protection and don’t want to look at the bigger picture then financial planning is not for you.
But if you have big plans and want to take control of your finances to have a better future, then financial planning is the way to go
At Pebble , we provide financial planning and advice
If you would like to understand more, feel free to schedule a free call with our financial planning advisor.
Location
Station Business Centre, 1-5 Victoria Street, Chadderton, Oldham, OL9 0HH
Additional links
Pebble Commercial Finance Ltd is authorised and regulated by the Financial Conduct Authority, FRN: 1018984. Pebble Commercial Finance Ltd is an authorised credit broker and not a lender. We work with a Panel of Lenders whose particulars will be supplied upon request, to find a potentially suitable arrangement for your consideration.
ICO registration ZB715714 and you can check via www.ico.org.uk.
Pebble Commercial Finance Ltd is registered at Station Business Centre, 1-5 Victoria St, Oldham, OL9 0HH. Company Register number is 15796896.
We will receive commission from lenders. Different lenders pay different amounts depending on different commission models. For transparency we work with the following commission models: fixed fee, fixed rate of commission, percentage of the amount you borrow and rate for risk (this is based on the risk profile of the business. Further details of the commission model, calculation and amount will be disclosed to you throughout your customer journey.