Welcome to Dragon Financial Planning
About Us
Planning Your Future
We have over 35 years of experience helping clients prepare for the unknown while meeting their financial goals.
Ask us about:
- Financial planning
- Investment advice
- Retirement plans
- Estate planning
- Lifetime Mortgages
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long and short-term strategies that will help you realise your financial dreams.
Expertise
Having worked for many years in the financial services industry in many different sectors, we are very well placed to advise clients. Our team has gained experience working for banks, stockbrokers, insurance companies and for many years as independent advisers. We have obtained valuable knowledge and can apply this to help advise clients on their needs and requirements.
Transparency
Our four key principles are honesty, integrity, reliability and value. We believe in developing long-term relationships with our clients, so we believe that transparency throughout the advice process is key. As independent advisers, we are not tied to any companies and serve only you, the client. We will not surprise you with any hidden costs. For this reason, we believe we offer a service you can trust.
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.