Welcome to Dragon Financial Planning
Our Services
Pension Planning
Sufficient time is critical when saving into a pension. We can advise on a suitable product that meets your objectives for a comfortable retirement.
Retirement
The pension freedoms have revolutionised the retirement income landscape, and we can help you manage your income in retirement.
Investments
Investment planning is a very complex subject. We can provide a structured financial plan to ensure your investments meet your goals.
Protection
The financial consequences of having a critical illness or dying prematurely can be catastrophic. We can provide an assessment of your protection needs.
Mortgages
Purchasing a home is the biggest financial purchase most of us will ever make. We can ease the stress, leaving you free to plan your move to your new home.
Lifetime Mortgage
More and more people are finding that their pensions are not sufficient in retirement. Your home could be a good way to help boost your income.