Financial Planning & Advice

For now, and your future

From managing your personal budget to enjoying everything you dreamed of doing, ‘whole of life’ financial planning is a specialist area that can literally change your life.

It starts with us producing a comprehensive financial plan. This is not computer generated – we understand your situation, goals and aspirations and produce a plan that will enable you to achieve them.

As your life changes, so too do your priorities, which is why your plan will be monitored and reviewed with you throughout your lifetime. The peace of mind in having a qualified independent financial planner working with you is often relayed back to us as ‘life changing’.

Our goal is to help you achieve yours. Even if you’re not sure you need a financial plan, it is always worth one hour of your time.

Complete the form below to book your free, initial no obligation Financial Review.

One hour. Your future

Book your free financial review

Whether you have a specific area of interest such as pensions or investments, or are looking for general financial planning advice, your first appointment with our qualified Financial Planners is always offered free of charge.

It will generally take an hour and can be held at any of our three offices in Douglas, Ramsey or Port Erin for your convenience. We can even arrange an appointment in the comfort of your own home. There is absolutely no obligation to use our services after this initial consultation.

Testimonials

For us, it’s always about delivering what’s most important to you. Here’s what just a very small selection of our clients think about our service.

It’s not easy to say just how much better I feel about our financial situation since going through a full financial review with Dave at Blackfords. It actually feels like I’m in control now, not the money, and that my plan is right for when I retire.

Ms H Onchan

I needed some advice on protecting my family in the event of something happening to me. By the time I finished, I could see just how many mistakes I had been making in my financial planning, a great service which has totally changed my thinking.

Mr M Douglas

From the very first appointment, it was obvious that Blackfords were a business totally focused around helping us. Their in-depth review and analysis showed us opportunities we hadn’t even realised were possible. Genuinely life changing and we highly recommend the team.

Mr W Ramsey