Financial Services


Our main financial services

We offer a full range of financial services and have highlighted three of our most popular below.

Pensions
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...
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Estate Planning
Life is unpredictable, it can be exciting, it can be daunting, but whatever happens, we will work with you to try to help make...
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Investments
You cannot be an investor without being a saver - but you can be a saver without being an investor...
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WELCOME TO Probert Financial Ltd

A leading financial planning and wealth management company

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. We listen to those needs, together with your hopes and your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

How We Work

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

Our plan for you

1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
Want to make the most of your wealth?

Contact us now to speak to a Financial Adviser

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Probert Financial Ltd is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 940827.

Registered office: Unit 11 Hunthay Business Park, Axminster, EX13 5RJ.

Registered in England and Wales Number: 12500388

Location photography by Ewins Aerial Photography 

 

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