Imagine Financial Planning

At Imagine, we are dedicated to making a positive difference in our clients' lives. Our purpose is clear and central to our business strategy - we aim to build strong relationships with our clients through mutual trust and effective communication. We believe that the right kind of support can help our clients think differently about their financial future, enabling them to live the life they want.

Our values are straightforward and centred on building the right relationships. Through understanding your goals and ambitions, we build a comprehensive financial plan and cashflow forecast, allowing you to see your future with more clarity and confidence. We use dynamic technology to simplify complex financial arrangements, ensuring that you are well-prepared for the opportunities and challenges of retirement.

As independent financial planners, our clients' interests are at the heart of everything we do. We are authorised and regulated by the Financial Conduct Authority (FCA), and our independent status allows us to create a truly tailor-made financial plan for you.

Our Services

At Imagine, we offer a wide range of services designed to meet our clients' unique financial needs.

Retirement Planning: As you consider or approach retirement, we will guide you through the opportunities and challenges that you may face. Our innovative and plain-speaking approach will help you maximise your retirement income, ensuring that you have the financial resources you need for the retirement you deserve.

Final Salary Pensions: Our advice is based on a deep understanding of your individual needs, and we can help you navigate the complexities of final salary pensions. We can help you decide whether to transfer your pension or leave it where it is, making sure that you understand all of your options.

Cashflow Modelling: Our cashflow modelling service provides you with a clear picture of your financial future, giving you the reassurance of knowing where you're heading financially. We use dynamic technology to simplify complex financial arrangements, so you can focus on the things that matter most.

Investment Principles: Our investment principles are grounded in a deep understanding of the financial markets, enabling us to create a bespoke investment portfolio that meets your unique financial needs and goals.

Financial Resources: We offer a range of financial resources, including blogs, guides, and tools, designed to help you make informed financial decisions and achieve your financial goals.

Our team of experienced financial planners and associates is dedicated to providing you with the highest level of service, making sure that your financial future is in safe hands. We are committed to delivering structured and transparent planning solutions, so you can focus on what's important. Contact us today to find out more.