Danbro umbrella

Financial Planning for Contractors

As a Danbro Umbrella employee, you’re entitled to a free consultation with an Independent Financial Adviser at Danbro Financial Planning.

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Start Your Journey to

Financial Freedom

Secure the future you want for yourself, your family, and your career with Danbro Financial Planning.

Danbro financial planning
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Financial Planning for Contractors

Tailored Financial Advice for Umbrella Company Contractors

Investments

Investments

We prioritise tailored, evidenced-based investment strategies for Danbro Umbrella contractors, emphasising diversification, cost-efficiency, and strategic planning. We’ll ensure your portfolio aligns perfectly with your unique goals and risk profile, with options ranging from bonds, stocks, ISA, EIS, VCT, SEIS, and ESG investments.

Wealth Management

Wealth Management

We work with umbrella company contractors like you to create comprehensive wealth management strategies. Our specialist team will assess your circumstances and portfolio, identify long-term income generation opportunities, improve your tax-efficiency, and prioritise strategic budgeting to enhance your financial position.

Pensions & Retirement Planning

Pensions & Retirement Planning

Whether you’re considering early retirement, looking to consolidate your pension plans, or maximise the amount you leave behind, our team will help you get to where you want to be at a pace that suits you. Our services extend to inheritance advice, estate planning, and will writing, ensuring your assets benefit your loved ones as intended.

Income Protection Insurance

Insurance & Protection

You’d be surprised how many contractors have insufficient levels of protection. That’s why we offer brokerage support for things like life assurance, income protection, home insurance, and critical illness. We’ll assist in creating robust contingency plans, selecting suitable policies, safeguarding against risk, and maximizing policy payouts.

VIDEO

What is Financial Planning?

Liam Winstanley FPFS, Chartered Financial Adviser and Director of Danbro Financial Planning

The Benefits of Financial Advice

hit your target with Danbro umbrella
Clarify your long-term goals and plan your route to achieving them.
Make your pensions and savings do more
Make your pensions and savings do more and plan for the retirement you deserve.
Danbro Umbrella
Develop your portfolio with a tailored, evidence-based investment strategy.
FCSA compliant umbrella company
Protect against the unexpected with life, income and critical illness cover.
adaptable financial future
Be flexible and adaptable to a changing, unpredictable financial future.
financial peace of mind with Danbro
Get the peace of mind and financial freedom that you and your family deserve.

Struggling to secure a mortgage as a contractor?

Unsure how much you can borrow?

Danbro Financial Planning are on hand to help...

Liam

Chartered Financial Planner
About Liam:

Liam Winstanley is a Chartered Financial Planner and Independent Financial Adviser. He has worked in financial services for over two decades, following his graduation from the University of Birmingham in 1996. Within DFP, Liam’s responsible for delivering trusted advice and managing client relationships.

Liam is an expert in pensions, mortgages, and retirement planning. He also specialises in financial protection and estate management.

Liam is a Fellow of the Personal Finance Society. He also holds a Statement of Professional Standing (SPS). As well as spending time with his family, Liam is a big cricket fan, skippering Brinscall CC. He’s also a (long suffering) supporter of Blackburn Rovers Football Club.

Liam’s Favourite:

City: Birmingham. It’s a place that’s full of happy student memories for me.

Film: The Deer Hunter. It’s a classic, and a very intense story on the effects of war.

Food: Easy… Steak! You can’t beat a good, rare steak and a glass of red, can you?

Sport: I’m a big football fan too but cricket’s in my blood!

Pastime: I’ve been playing for as long as I can remember and regularly turn out for Brinscall CC.

Sophie

Financial Planning Consultant

About Sophie:

Sophie Freeman-Myers is our Financial Planning Consultant. She began her career as an Apprentice IFA Administrator back in 2013. Since then she has gone through the gears as an IFA Administrator, a Paraplanner, a Senior Paraplanner and now a fully-fledged Financial Advisor. She is also close to completing her final exams to qualify as a Chartered Financial Planner!

Sophie’s particular expertise lie in pensions and retirement planning but she also has a wealth of experience advising on investments, financial protection, and estate planning. Away from work, Sophie spends most of her time with her boyfriend and two cocker spaniels, strolling the beautiful Longridge countryside. She’s also a season ticket holder for Burnley FC… for her sins.

Sophie’s Favourite:

City: Preston. Well, specifically Longridge!

Film: The Shawshank Redemption… I mean, what’s not to love about that film?

Food: Easy. Ask anyone who knows me and they’ll tell you I order a ‘Southern Fried Chicken burger’ everywhere I go!

Sport: Football, of course!

Pastime: Walking. Normally to a pub… with my dogs!

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