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Having been in Financial Services for 25 years I established Clancy’s Financial Planning in the picturesque village of Wylam, Northumberland some 12 years ago to offer my clients throughout the UK and Northern Ireland a unique service tailored to their needs. Our aim is to establish a long term professional relationship with each of our clients built on mutual trust in which I can help and support you through making the right decisions for you and your family. We offer two levels of service:-
Comprehensive ongoing advice– usually involving at least one meeting per year which helps you to be financially well organised and achieve and maintain financial independence.
Individual advice – on specific investment or financial planning matters.
To find out more click on:
Our Clients
Terms of Business
Commitments
Testimonials |
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