About Great British Finance Limited

I like to give clients an honest and professional service, taking time to understand your priorities and goals and to deliver on these with the best possible solutions.
At Great British Finance Nottingham we are dedicated to creating a meaningful, long term relationship with you that is based on understanding, knowledge and commitment.We therefore adopt a systematic approach which ensures the needs of our clients come first and aims to deliver a successful financial planning experience. Firstly A Discovery Meeting.An informal meeting which is an opportunity for you to get to know me and feel comfortable about what we do and how we do it. Establish Your Objectives.If you are comfortable, we can immediately follow on from the Discovery Meeting to have a detailed discussion about your plans and objectives.To gain a complete understanding of your current financial situation. Analyse Your Planning.Using the information gathered, we take a comprehensive look at the financial elements that make up your life. Prepare & Present Your Wealth Management Plan.We present a plan for getting you from where you are today to where you want to be in the future. Implement The Plan.Once we have reached agreement with you , we can implement the strategy.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • School fees planning

  • Mortgages:
  • Equity release

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