The Personal Touch...

Together discovering the best
tailor made financial solution.

At Need Financial Planning you’ll find a team ready to listen to your unique financial needs and objectives. We don’t believe in shoehorning our clients into a ‘one product fits all’ scenario.

Instead, we take the time to understand not only your current circumstances but also what your future goals are. In doing so, we can propose practical solutions and map out a financial journey that is not only efficient but is also comfortable to you.

Your concerns, your timeframes and your attitude to financial risks and rewards will all be accounted for in a tailor-made plan.

Proud of who we are

We enjoy seeing lives transformed
by our financial services.

We thrive on the accomplishments, milestones and improved circumstances of our clients and pride ourselves on the level of service we offer. Referrals are an integral part of our business and we are immensely proud that our clients trust us enough to recommend us to their family and friends.

Our services

  • Mortgages
  • Equity Release and Later Life Lending
  • Pension and Investment
  • Estate Planning
  • Protection
  • General Insurance
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Nothing is ever too much for them

“Absolutely couldn’t recommend Need Financial Planning enough. Dedicated to finding you exactly what you need in a friendly, approachable and professional manner. Nothing is ever too much for them. They keep in contact with you every step of the way and make sure that no additional help is required throughout the entire process. They are happy to explain everything and anything, ensuring that you are completely aware of every step of the process (I had absolutely no clue so they had to start at the very beginning!) I will be recommending them to everyone and anyone and certainly wouldn’t take my business anywhere else.”

Catherine Ward

A different kind of
financial planning

Make your
money work

Good financial advice will open your eyes to a wealth of financial opportunities that you otherwise may not know about.

Improve your
Financial Status

Be that through reducing current outgoings or through increasing your monthly income – there’ll be options worth exploring.

Relevant News
& Updates

If a better rate comes up – we’ll notify you and make the necessary steps to ensure you never spend more than you need to.

Peace of mind

Don’t let financial woes keep you up at night. We’re here to help.

Exclusive Products

We have access to products that aren’t available if you go directly to banks/providers.

NeedFP Family

Our care for our clients goes far beyond their finances.
More about us

Let's meet up

Whatever your needs, contact us today to see how our services can help you.

We want everyone to be aware of their financial opportunities and, for this reason, we offer to cover all the costs of an initial meeting to help kick-start the journey to financial freedom.

Contact us