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Financial Planning

Financial Planning is an ongoing process to help you make wise and informed decisions about money, helping you achieve your goals and the lifestyle you desire. It’s not just about buying financial products such as a pension or an ISA.


It may involve putting appropriate wills or trusts in place to protect your family. Or it could involve thinking about how your family will manage without your income should you fall ill or die prematurely, or spending money differently. However, to do it properly involves thinking about all these things together i.e. ‘your plan’.

What would your life be like if you had a financial strategy,
based on what was really important to you?

A strategy where your investment, retirement and protection programmes are working in harmony to achieve your goals.

This is in stark contrast to what we find most people have; a mishmash of financial products purchased one by one over the years from various salespeople, newspaper advertisements or based on tips from friends or information in glossy brochures.

In practise many people wind up reacting to events rather than designing and implementing a financial plan.

To compound this, most people don’t have unlimited time to devote to their financial affairs.
Even if they did, they might choose to spend that time in a different way!


For some people, financial matters can be a hassle, a bore or a distraction from what’s really important to them.
Even under the best circumstances it can be hard to get motivated to complete financial tasks.


Often we know what we should be doing, but we need encouragement and to be held accountable to actually do it.

How much easier and more worthwhile is a work-out at the gym,
when we have a personal trainer to help us fulfil our potential?

So please consider us as your personal Financial Coach.

By investing a relatively small amount of time to understand your overall financial situation and drawing up a financial strategy, you’ll be able to pursue those more enjoyable things, whilst still being confident that you are in good financial shape and on track to achieve or maintain your desired lifestyle.

Our Comprehensive Financial Planning service breaks down the broad, daunting goal of getting one’s financial house in order, into manageable, achievable steps.

And not worrying about your finances is critical to having a life that excites you, to nurture those you love, and to fulfil your highest aspirations. We are confident that by working together with Hankley Financial Planning you can achieve so much more, whilst also obtaining significant peace of mind.

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Hankley Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FSR reference number 697491
Registered in England and Wales as a Limited Company, No. 9463733
Registered Office: Send Business Centre, 3 Tannery House, Tannery Lane, Send, Surrey, GU23 7EF
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk