HB Dobbin Financial Planning

We can advise on all aspects of personal and company finance, including retirement, investment, protection, savings, long-term care planning, and employee benefits. HB Dobbin also provide a Wealth Management service for private individuals, corporate clients, pension funds and trustees to help you ensure your money is working for you!

We provide a range of financial advice, management and planning services to both individuals and businesses. Our services are designed to grow and protect your wealth in the most tax-efficient way possible. Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.

At the outset we conduct a full financial health check which allows us to understand your existing financial arrangements, what you want to achieve and what level of risk you are prepared to take in order to achieve your objectives. With a clear picture of you and your aims, we can then agree a strategy and develop your financial plan.

The first thing we will do is assess your attitude to risk. This is done by completing a questionnaire from which we will write your risk report. We will discuss the risk report with you and agree the level of risk you are prepared to take with your investment(s). This is a very important task to ensure that your own level of risk matches the investment we will recommend.

Planning for retirement can often be an emotional journey which is why it is important for us to get to know you. We will review your current financial situation together with understanding your goals and objectives for retirement, so that we can provide you with a financial plan that will last in accordance with your goals.