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Drawing from over 50 years of experience

De Courcy Financial Planning provides impartial financial planning advice to private and corporate clients. We specialise in assisting with the creation of wealth and wealth management, providing professional, tailored financial planning advice, which helps to grow and protect clients’ wealth.

Our advisers are highly qualified financial services professionals, who operate with the highest levels of trust and integrity. Our objective is to put the client’s interests at the heart of everything we do.

Creating and managing wealth

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Mission

Our mission is to provide the most tailored long-term financial plans and goal-focused investment recommendations to every one of our clients.

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Vision

We strive to drive awareness of the value of holistic financial planning to ensure everyone is able to reach the lifestyle that they dream for.

Our Services

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    Holistic financial planning

    Planning for your future financial needs can be a complex task, and as recent market events have shown, proper planning is essential.

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    Pension Planning

    It's important to plan ahead for your retirement. Here, we explain why pension planning is so important, and describe some of the options available to you. This information is intended only as guidance.

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    Investments

    In response to the strategic review of our investment proposition, combined with increasing regulatory scrutiny, we have developed an investment advice process to deliver a set of robust solutions for clients.

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Our Services

  • Protection Plans

    Mortgage Advice

    Equity Release

    Pension Consolidation

    Lump sum Investments

    Regular Savings Plans

    Inheritance Tax Protection Schemes

    Cashflow Planning

    Corporate Protection and Investment Advice

    Group Pension Schemes

    Estate Plannings

    SIPP

Work With Us

Discovering your financial goals and lifestyle aspirations

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    Process

    Kicking off with an exploratory meeting to get to know the real you. We learn about your aspirations and your current situation to create the vision for your financial future.

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    Plan

    Achieving your financial goals is our #1 aim. Now we know you we’ll create a bespoke financial plan focused on you by analysing your existing investments and assessing potential financial strategies available to you.

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    Expectations

    Every one of our clients can expect a tailored experience throughout our working relationship. We will provide as much support as you need to help you achieve your financial goals and have the lifestyle you desire.

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