WELCOME
Helping you manage your money for now and the future
Brady Financial Planning is an independent financial advisory firm based in East Sussex, focussed on two core objectives:
To provide first class advice
To bring down the cost of advice
We provide holistic financial advice to everyone that requires it. From long term goals and planning for retirement to managing your current money and protecting your assets, we always take the time to understand your current situation and individual needs to provide the best advice for you.
OUR SERVICES
01.
Whatever the circumstances, we will advise on portfolios of investment funds such as ISAs, Pensions, Investment Accounts and Investment Bonds...
02.
Whether you are just starting out to plan for your retirement, nearing retirement age or considering your retirement options, it is so important to get the right advice.
03.
Tax Planning can range from simple, straightforward options to more complicated and bespoke arrangements with perhaps more sophisticated solutions...
04.
Understanding the different insurances available to you can be confusing and there is no one-size-fits-all, so different types of insurances are available...
05.
Our homes matter and therefore choosing the right mortgage is important. Only some may be suitable due to lenders criteria and affordability rules....
06.
A lifetime mortgage can allow you to access your wealth accumulated in your property without having to sell...
OUR APPROACH
We're bringing down the cost of advice
Whilst we offer a lower cost service, this doesn’t mean we cut corners or the advice we provide is any lesser than other firms. In fact, we believe our clients receive a better quality of advice and service than offered by typically more expensive advisory firms.
There is no catch, we simply trim costs through a combination of modest advice fees, efficiency, and common sense.
Cutting costs requires reducing charges in three key areas: advice, portfolio, and platform charges. We choose whichever is most cost effective for you, often saving a small fortune in the process.
WHY BRADY FINANCIAL PLANNING
Putting clients first is at the heart of everything we do.
Brady Financial Planning will always act with integrity, and you will always be treated how you would expect to be treated. We aim to do that by providing a service and advice that is first class, but also at a cost you would expect to pay and how we do this, is simple.
OUR FEES
What you pay with
Brady Financial Planning
Overpaying for financial advice and products can impact on your retirement goal, in fact, for any goal for that matter.
Our low-cost approach can save thousands of pounds each year versus any comparable service. There are usually three types of fees you’ll pay, our advice, investment funds and platform charges.
