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We understand that starting a family is one of the most exciting, yet daunting times of our lives and we are here to provide advice on how you can protect you and your loved ones both now and in the future.
Everyone’s vision for the future is unique, and whatever you want your family’s financial future to be, we are here to help you achieve it.
At Discover Financial, we believe that a secure financial future is within reach for everyone. We are delighted to extend a warm welcome to you and your family, and are here to guide you every step of the way.
Let’s Discover how we can help you
- Do you want to provide your family with the best possible start towards their financial future?
- Do you worry what would happen if you were unable to help provide for your family?
- Whether buying your first home, moving home or remortgaging, it can be a stressful time. We can take the weight off your shoulders and help secure the most suitable mortgage to suits you and your family.
- Do you worry about what your financial future looks like when you retire?
Speak to us today to see how we can help secure your family’s financial future. 👩👩👧👦
How do we do it?
Getting to know you – Discovery Meeting
The first steps are getting to know each other without obligation and Discovering what you want you and your family to achieve. We take this time to dream the dream, understand your current circumstances, which in turn will help us consider the first steps and serve as the foundation for our tailored approach.
About us
We are committed to helping families Discover and achieve the financial future they deserve and we focus and pride ourselves upon maintaining long-term, trusted relationships with our clients, showing distinct quality, integrity and excellence, which in turn gives families financial peace of mind.
Our team of seasoned Financial Advisers bring years of experience and in-depth industry knowledge to the table. We understand that every individual’s financial situation is unique, and we tailor our advice to meet your families’ specific needs.
From buying your first home, protecting the people that matter to retirement planning and investments, we advise on a comprehensive suite of financial services to help transform your families dreams into reality.
We prioritise building strong, lasting relationships with our clients. Your families’ goals and aspirations are at the heart of everything we do, and our commitment is to help you achieve them.
Although we are a local business, we are proud to have chosen to partner with Quilter Financial Planning Ltd who are part of Quilter PLC, an award-winning FTSE 250 company with over £100 billion of assets under management which provides our clients with reassurance of being able to draw on the considerable financial strength and resources of Quilter PLC.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage.
Discover Financial Ltd is an appointed representative of Quilter Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.
Discover Financial Ltd is registered in England and Wales. Company Number 14523523. Registered Address: Discover Financial Ltd, 228 Sandringham Road, Doncaster, DN2 5JE.
Trusts and Tax Planning are not regulated by the Financial Conduct Authority
How to speak with us?
Or, call us on 01302 456694.
Get a consultation
- Insurance & protection
- Pensions & retirement
- Mortgages
- Financial planning
- Investments
- Savings
- Tax & trust planning
- Business
Diploma in Regulated Financial Advice and Certification in Mortgage Advice
Family Planning Discovery Meeting
Free initial consultation for MyBump2Baby members to discuss how we can help you Discover and achieve the financial future you want for you and your family
