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Welcome to Bishops Financial Planning

01254 261 166

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WELCOME TO BISHOPS FINANCIAL PLANNING

Financial Advisers in Blackburn, Lancashire

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.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. 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.

So it all starts with listening. We listen to your needs, your hopes, 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.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01254 261 166 or email us at greg.heath@bishopsfp.co.uk and we'll be pleased to help you.

ABOUT US

Who We Are & What We Do

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We are a firm of independent financial advisers based in the North West and have been helping our clients to meet their financial goals for many years.

Formed in 2015 with Offices in Blackburn and Blackpool, we have had considerable success with clients from all walks of life.

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Our Main Services

  • Financial Planning

    We all have goals, dreams, ambitions for the future, for ourselves and our families, but how do we achieve them?

  • Retirement Planning

    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

  • Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money.

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
  • 1

  • About you

  • We meet together to discuss your personal circumstances and your current financial situation.

     
  • 2

  • Your Goals & Ambitions

  • Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

     
  • 3

  • Analysis

  • We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

     
  • 4

  • How 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.

     
  • 5

  • Implementation

  • It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

     
  • 6

  • Review 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.