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From securing your future to financing your plans.

We make your life happier.

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Personalised Financial Planning

Your life is unique, and your financial plan should reflect that. We start by understanding your goals, your family, and the lifestyle you want to create. From there, we build a clear plan that fits your situation, not a standard template. The aim is confidence and clarity about the choices in front of you.

Pension and Retirement Optimisation

Retirement is not just about stopping work. It’s about having the freedom to live life on your terms. We look at your pensions, check they are working hard for you, and show you the options to reach your goals sooner. The focus is on turning your savings into the lifestyle you want, at the time you want it.

Investment
Planning

Investing is a tool to help you get where you want to be. We keep it simple and aligned with your plans, balancing growth with the right level of risk. Our role is to guide you, so your money is working towards your goals, not just sitting in default funds.

FinPlanPro helps you turn a good income into lasting security and freedom.

We’ll show you exactly where you stand and what needs to change. You’ll have a clear path from where you are today to the future you want. You’ll know your family is protected, your money is working harder, and you’re firmly on track to the life you’ve imagined.
  • See exactly where you stand and where you’re heading. Turn uncertainty into a clear plan that moves you towards the future you want.
  • Make smarter financial decisions today. Optimise what you already have so it works harder for you and your family.
  • Stay in control, whatever life throws at you. Keep your plan on track so you can enjoy life now while building security for tomorrow.

Mrs M, Miller

Bristol

“I was able to discuss with lain everything I needed to, the meeting was informative and lain explained things in a way that meant I was able to have a good understanding of what was being discussed and what the best next steps would be. Considering I went into the meeting with little knowledge about my options, I felt very reassured by lain.”

Mr H

Felixstowe

“lain has given me very clear and useful information concerning my finances… recognising what I know and helping me with information I did not understand. I have recommended him to my family and would not hesitate to recommend him to others.”

Matt and Jane

Bury St. Edmunds

What really stands out to me is how personalised the advice is. lain didn’t just offer a one-size-fits-all solution; he took the time to understand my goals, concerns, and future aspirations, and then built a plan that works for my unique situation.

The FinPlanPro Financial Roadmap

We help you make sense of your entire financial picture and turn it into a plan you can trust.
You’ll know exactly where you stand today, what’s possible for the future, and the steps to get there. Our role is to remove the guesswork, simplify your decisions, and keep you moving towards the life you want.

Whether it’s securing your retirement, protecting your family, or making the most of your money, we bring everything together into one clear strategy — so you can spend less time worrying about your finances and more time enjoying life.

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FinPlanPro UK Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107