Empowering you to finance your future.
At Pecunia Financial Planning Limited, we specialise in helping personal clients and small business owners achieve financial security and peace of mind through personalised financial planning. Please note, we provide comprehensive financial planning services, not regulated financial advice.
Our Services
Comprehensive Financial Planning Services
Retirement Strategies
Crafting a secure and comfortable retirement plan tailored to your unique needs.
Estate Planning
Ensuring your legacy is passed on smoothly and efficiently.
Cashflow Forecasting
Providing clear and accurate financial roadmaps for your future.
Your Journey
1. Secure Your Future with Expert Financial Planning
At Pecunia Financial Planning Ltd, we understand that financial security is a top priority. Our team is dedicated to helping you create a solid plan that ensures a comfortable and secure future.
2.Personalised Financial Strategies for Your Unique Needs
Every client is different, and so are their financial needs. We provide customised financial planning services that align with your personal goals and circumstances, ensuring you receive the best possible guidance.
3.Build, Preserve, and Protect Your Wealth
Our wealth management services are designed to help you grow your assets, preserve your wealth, and protect your financial legacy. With our expert guidance, you can achieve your financial objectives with confidence.
4. Plan Your Retirement with Confidence
Retirement should be a time of relaxation and enjoyment. Our retirement strategies are tailored to help you maximise your income, minimise taxes, and ensure you have the resources you need to live comfortably.
5. Ensure a Smooth Transition for Your Estate
Effective estate planning is essential to ensuring your legacy is passed on according to your wishes. We provide comprehensive estate planning services to help you navigate the complexities and ensure a smooth transition for your beneficiaries.
Why Choose Pecunia?
Trusted Expertise:
Over 35 years of industry experience and professional qualifications.
Personalised Service:
Tailored financial plans that address your specific circumstances and goals.
Client-Centric Approach:
We prioritise your peace of mind and financial well-being.
Alexa Young, Lancs
"Pecunia Financial Planning helped us navigate our retirement planning with ease and confidence. Their personalized approach made all the difference."
Morgan James, Manchester
"Thanks to Pecunia, we now have a clear and achievable plan for our financial future. We highly recommend their services."
Lisa Driver, Cumbria
"Pecunia Financial Planning Ltd has been a game-changer for our financial future. Their expertise and personalized approach made complex financial concepts easy to understand and manage."
Newsletter Sign-up
Join our email list for updates, tips, and insights and get access to specials deals exclusive to our subscribers.
Contact
Us
Percunia Financial Planning Limited
5 The Dingle, Heapey
Chorley, Lancashire
PR6 9AZ
​
Email: info@pecuniafp.com
Our Phone No: 07821 524942
​​
