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.
Find out more about all the different options available to you. From first time buyers to the self-employed; we're here to help.
Protect your loved ones from the worst case scenario with tailor made plans and policies.
Make your money work as hard as it can for you!
Find out how to access money tied up in your property.
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.
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.
James Brown Financial Adviser
Rob Brown Mortgage & Protection Adviser
Jane Stevenson Admin Manager
Chrissie Swain Marketing Manager
James Brown Financial Adviser
Rob Brown Mortgage Adviser
Jane Stevenson Admin Manager
Chrissie Swain Marketing Manager
It's time to get your finances in order, let us take care of it for you. We'll cover all the costs of an initial consultation, research and report/illustration to detail exactly what your money could be doing for you. No obligation to proceed with our recommendations.
01843 228800
Need Financial Planning Limited is an appointed representative of Invicta Financial Solutions which is authorised and regulated by Financial Conduct Authority.
Registered in England & Wales , Registered No. 10901658, Registered Address 55 Upper Dane Road, Margate, Kent CT9 2NA.
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