At Financial Design we aim to ensure that our clients benefit from expert advice. Our long established team have the highest technical and management abilities. We feel, and hope you do too, that these attributes are necessary in order to comply with the demands of an increasingly regulatory environment and to possess the skills required, in order to construct simple solutions from the complex world of advanced financial planning.

We pride ourselves on our thorough, comprehensive, and innovative service and delivery. Our advisers are a tightly knit team with experience spanning traditional and emerging financial products. As Independent Financial Advisers, we have expertise which spans a wide spectrum of financial services from Private Medical Insurance, Income Protection plans, Group Life, Group Personal Pensions, Personal Pensions, and Venture Capital Trusts schemes, through to advice on accrued benefits under occupational pension schemes.

Today, the world of traditional financial services is rapidly evolving. Let us help you with that journey.

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Mortgages

Buying a property can be the biggest decision made in our lives. It is for this very reason that impartial advice is critical from qualified advisers.

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Retirement Planning

Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings.

Protection

Investments

We understand as a company that your savings and investments need looking after. We offer 20+ years of experience in our team of investment analysis and financial planning. We take into consideration your goals, needs, objectives and risk tolerance to design a portfolio that gives you confidence.

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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.

Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.

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