About Simon Bevan at Cygnus Financial Planning

Independent financial planning helping you build and maintain your capital.We empower our clients to bridge the gap between money and life.
At Cygnus Financial Planning we provide clients with personalised professional independent advice in relation to their financial plan in order to help them achieve their goals. We work collaboratively to deeply understand whats important to our clients, building a plan which can enable them achieve the lifestyle they desire and helping to maintain this over time to ensure they remain on track.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • :
  • Long term care

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