Financial Planning Services

Expert financial planning in Cleethorpes and Grimsby

Our expert team combines years of experience with friendly, impartial financial planning advice that can help you successfully navigate your future.

Financial planning is not just useful for buying or selling your home; it also provides security and clarity on your financial future. By ensuring you and your family are protected and covered from whatever life may throw at you, you can concentrate on enjoying your new home!

From our office in Cleethorpes, we can assist our clients with a range of financial services, including;

Life Insurance

Life insurance is not something we like to think about, but sometimes you need to think of the future for you and your family. Life insurance provides peace of mind to you and your loved ones, providing financial assistance should the worst happen.


Providing for your future once the rat-race is over, your pension should offer you a retirement to look forward to. We can help you plan out your pension scheme now so that when the time comes, you can retire and enjoy your golden years with financial security.

Income Protection Plans

Simply put, IPP provides you with cover in case you are not able to do your regular job due to illness or injury. These plans are put in place to ensure your living expenses are covered while you are unable to work.

Critical Illness Cover

This covers long-term illness that may have a lasting impact on your finances. CIC Allows you to state how long you want the insurance to last; for example, until your mortgage is paid off, or until you retire.

If you would like to come in and speak to our team about any of the services offering above, please give us a call on 01472 603929 or use our Contact Form