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 (FCA No 1018984). Finance is subject to status and lender criteria. Terms and Conditions apply. We act as a credit broker, not as a lender. We can introduce you to a wide range of finance providers depending in your requirement and circumstances and we may receive payments or other benefits from the finance provider. We are not independent financial advisers and so are unable to provide you with independent financial advice. Please note not all types of business we undertake is regulated by the Financial Conduct Authority. Lenders pay commission at different rates either as a fixed fee or as a fixed percentage of the amount you borrow. The commission that we receive does not affect the amount that you pay to the lender under the credit agreement. We will advise you of the amount of commission we receive before concluding the finance arrangement and request that you confirm in writing your acceptance of this. Registered office: Station Business Centre, 1-5 Victoria St, Oldham, OL9 0HH