Welcome to Need Financial Planning

Your one stop shop for all your financial needs.

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.

Educating as many as we can.

We are so aware that our financial world can be quite the minefield, full of jargon, regulations, legal terminology and a whole host of other 'fun' stuff! We want to provide a basic understanding and educate as many people as we can so that more and more people can experience the impact of well managed finances. We've got a few guides doted around this site and, unlike most, we won't ask you for your email address/ contact details for you to download them - they're yours :)

Meet the Team

Jane Stevenson Admin Manager

Chrissie Swain Marketing Manager

James Brown Financial Adviser

Rob Brown Mortgage Adviser

Jane Stevenson Admin Manager

Chrissie Swain Marketing Manager

Our commitment

We pride ourselves on being a stand out, family run business;

  • We genuinely care about our clients, finding them the best deals and joining them on the journey to achieving financial milestones.
  • We have direct access to the whole of the financial market and their underwriters, ensuring smooth and favourable transactions.
  • We are willing to meet with you in your home for all appointments and signatures (you can of course come to our office if you would prefer!)
  • We can offer a purely online advisory service if that is more convenient for you.

It's time to chat to us :)

Contact us