Beagle Financial Advice
Daniel Francis
- daniel.francis@sjpp.co.uk
- 07788 260 120
- 01603 555 135
- http://www.beaglefinancialadvice.co.uk
I help families, individuals and a network of professionals achieve financial security in older age, specialising in later life issues including the funding of care, and planning for Inheritance Tax, retirement and investment planning.
My approach is sensitive, understanding, kind, unrushed and empathetic, all provided within a supportive environment. I will listen and take the time to always understand your concerns with respect and dignity. I will help you frame the things that are important to you, staging our conversations in a way that matches you and your individual needs whilst taking time to ensure the safety of any decision making.
I will explore all your options, looking at what state benefits are available, how fee contributions are calculated going on to craft tailored, bespoke solutions clearly in a way that you understand.
Who knows how long they will live, how long their money needs to last, will they need care, what the cost of this might be, how long it might be needed and where? Will people need to sell their home and is this at odds with their wishes?
These unknown future parameters often make it difficult to plan our finances.
I understand you are bound to have many questions these can be highly personal and sensitive to you and your family. Conversations are often highly emotive, sometimes challenging. I will understand, offer counsel and support. I can help, be your guide and help create the right plan tailored to you.
Beagle Financial Advice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website.
SJP Approved: 22nd August 2024
- Member Since: March 2024
- 92 St Faiths Lane, Norwich, Norfolk NR1 1NE