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A complimentary 30 minute consultation for September

Updated: Oct 6

At Pecunia Financial Planning, we believe that making informed financial decisions starts with having the right advice and support.


Complimentary Initial Consultation


That’s why we offer a complimentary initial consultation. This gives you the opportunity to discuss your goals and challenges in a professional yet approachable setting.


What to Expect During Your Free Consultation


During your free consultation, you will:


  • Gain a clear understanding of your current financial position.

  • Explore tailored strategies designed to help you achieve your objectives.

  • Receive honest, straightforward guidance delivered in plain English.

  • Experience how our expertise can provide long-term value and peace of mind.


Our Experience and Reputation


With over 35 years of experience and a proven track record in financial services, Pecunia has earned a 5-star rating on both Facebook and Google. Our clients consistently value the quality of our advice, the clarity we bring, and the trust we build.


Building Financial Confidence


There is no obligation – just a genuine opportunity to see how we can support you in building financial confidence for the future.


Why Choose Pecunia?


Choosing the right financial advisor is crucial. At Pecunia, we prioritise your needs. Our team is dedicated to providing you with the best possible service. We understand that financial planning can be overwhelming. That’s why we strive to make the process as simple and straightforward as possible.


Take the First Step Today


👉 Take the first step today. Visit www.pecuniafp.com to book your free consultation and discover why so many clients recommend Pecunia.



Client Testimonials


Our clients have shared their experiences with us. They appreciate our commitment to their financial well-being. Here are a few testimonials:


  • "Pecunia helped me understand my finances better. Their advice was clear and actionable."

  • "I felt supported throughout the process. The team was always available to answer my questions."


Financial Planning Services Offered


At Pecunia, we offer a range of financial planning services. These include:


  • Investment advice

  • Retirement planning

  • Tax strategies

  • Estate planning


Each service is tailored to meet your unique needs. We take the time to understand your situation and provide solutions that work for you.


The Importance of Financial Planning


Financial planning is essential for achieving your long-term goals. It helps you:


  • Prepare for unexpected expenses

  • Save for retirement

  • Ensure your family’s financial security


By working with a financial advisor, you can create a roadmap to your financial future.


Conclusion


In conclusion, Pecunia Financial Planning is here to help you navigate your financial journey. Our complimentary initial consultation is the perfect way to start. We look forward to supporting you in building a secure financial future.


Remember, there is no obligation. Just an opportunity to see how we can help you achieve your financial goals.

 
 
 

Comments


Pecunia Financial Planning Limited provides "educational financial services or guidance", which the Financial Conduct Authority (FCA) Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000 state does not require FCA regulation. As we do not sell investment or pension products, these educational financial services fall under the jurisdiction of general consumer laws in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. The Competition and Markets Authority oversee us.

 

Clients of Pecunia Financial Planning Limited are protected by consumer protection regulations, granting them a private right of action not available to clients of FCA-regulated firms. For additional information see our terms and conditions. Please feel free to contact us.

 

Pecunia Financial Planning Limited is registered in England & Wales under company number 15693682 registered office address 5 The Dingle, Heapey, Chorley, Lancashire, United Kingdom, PR6 9AZ.

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