How we work

Better understand how we work and the steps we take to work towards your financial freedom.

What to expect

Every financial planning experience is unique and authentic, and the journey to becoming financially independent takes time.

We follow a six-stage journey which starts with an initial meeting and concludes with the implementation of your plan and our ongoing service. You will come out the other side feeling confident, secure and ready to enjoy life.

Your journey

How we get paid

To give you full confidence in our services, we are completely transparent and upfront about the way we charge.

Your initial meeting with us is always held at our expense and, during this meeting, we will confirm the services we can provide and the costs involved.

Find out more

What our clients say...

Here are just a handful of examples of clients we have recently worked with.

Placing trust in Dragon Financial Planning to advise us about financial matters for our retirement has made a huge difference to our lives. By listening to our needs, they have been able to give us peace of mind and financial security.

Chris & Julia Davies

I was introduced to Dragon Financial Planning by a family member. Warren collated information from my savings and benefits accounts with proposed options on Inheritance Tax. After putting his advice in place, in no time at all, the benefits could be seen. My understanding of my financial affairs is much clearer.

Jenny Magor

Warren is very knowledgeable, friendly and, best of all, patient. I knew nothing about how I could optimise my income for retirement, and he took the time to walk me through each aspect making sure I understood and made the best decision for me and my family. I'd have no hesitations recommending Warren to friends and family.

Laura Tunnicliffe

Thanks to Warren, I retired two years earlier than planned. It’s such a good feeling to be financially safe and, for the first time in my life, I'm not worried about planning a holiday, changing my car or helping my children financially. My wife’s pension is also being nurtured by Warren, which has also helped her to retire early.

Paul Griffiths

I didn't know where to get advice about my final salary pension until a friend recommended Warren. He clearly explained all the alternatives to access the fund along with the advantages and disadvantages. I’ve been delighted with the results, and I feel confident that my finances are in good hands.

Rhiannon Graham

After being self-employed in my mid-20s, Warren’s advice was to start a pension plan with the small amount I could afford and to increase future contributions when able. Thirty years later, I’m very grateful for the advice from Warren and his team, which has resulted in my early retirement.

Tracey Tanner

Sam, thank you so so much for today. You have no idea how much of a positive impact you instilled within my head space. Your calmness, demeanor and deliverance at the meeting was perfect. Thank you.

Andrew Gibbons

Communication has always been very good and everything explained well as I really didn’t understand where I was with my pension, but it was explained so that I understood. Dylan has been on time for every appointment so I have never been left hanging around, which is really important to me as I work full time. I am very glad Dragon were recommended to me and have been pleased with the service, I just wished I had come to you sooner.

Sue, Newport

Dragon Financial Planning has always provided an exceptional service. I have found that the service provided by Dylan and his colleagues has been highly professional and has given me the confidence that my financial future in retirement is secure.

Sean, Newport

Dylan has been a fantastic support his advice has been greatly appreciated. Dylan has always responded to emails and made time for us when required. I just wish we had met the team many years ago! Thank you Dylan for all your brilliant support and advice.

Shane, Newport

Contact us

If you would like to book a free consultation meeting, please get in touch with us today.

01633 495393 enquiries@dragonfpl.co.uk

218 Stow Hill,
Newport,
Gwent,
NP20 4HA