We are a small firm providing independent financial advice to people who want to plan their retirement. Our clients benefit from the clarity which financial planning brings and have the peace of mind that they're in safe hands. We focus on being better, not bigger, which means our clients benefit from a truly personal service. We are led by Paul Mullin, a Chartered Financial Planner, who is also highly rated on VouchedFor, a website that allows clients to rate and review their financial adviser.
He must undertake ongoing development to ensure his knowledge and skills are kept up to date.
He must undertake ongoing development to ensure his knowledge and skills are kept up to date.
Services
We work with people who are planning for or who are already in retirement.
We use state of the art technology or financial 'sat-nav' to build a picture of where you are now and how to plan the route to a successful retirement.
We use sophisticated cash flow analysis software to help you visualise your future and build your retirement plan.
The software uses your current financial status to create an initial plan.
With Paul, you can then explore "what if" scenarios that help you plan for life's changing circumstances like healthcare, children and retirement.
We use state of the art technology or financial 'sat-nav' to build a picture of where you are now and how to plan the route to a successful retirement.
We use sophisticated cash flow analysis software to help you visualise your future and build your retirement plan.
The software uses your current financial status to create an initial plan.
With Paul, you can then explore "what if" scenarios that help you plan for life's changing circumstances like healthcare, children and retirement.
Paul's role is to bring peace of mind to his clients through sensible and clear planning.
He takes great satisfaction in helping people achieve their financial goals and his clients appreciate knowing that their finances are in safe hands.
Paul's career path is an unusual one.
He started in financial services before signing as a professional footballer for Accrington Stanley.
He became the club's record appearance holder and wore the number 10 shirt, which led to the name of the business!
During his playing career, he completed his studies to achieve Chartered status in 2010; the gold standard for financial planning in the UK.
He takes great satisfaction in helping people achieve their financial goals and his clients appreciate knowing that their finances are in safe hands.
Paul's career path is an unusual one.
He started in financial services before signing as a professional footballer for Accrington Stanley.
He became the club's record appearance holder and wore the number 10 shirt, which led to the name of the business!
During his playing career, he completed his studies to achieve Chartered status in 2010; the gold standard for financial planning in the UK.
By specialising in working with these three groups, we can provide truly expert advice, with an in-depth knowledge of the challenges you may face.
We help you plan a route to the retirement you want to achieve.
I was unhappy with my previous adviser and needed help because I had inherited some money.
Following the death of my husband I needed nancial guidance in investments and planning for my future.
I received advice from Paul regarding my long-term plans leading up to and beyond retirement.
The recommendations suited my needs and have been flexible enough to accommodate my requirements as my lifestyle needs have changed.
We help you plan a route to the retirement you want to achieve.
I was unhappy with my previous adviser and needed help because I had inherited some money.
Following the death of my husband I needed nancial guidance in investments and planning for my future.
I received advice from Paul regarding my long-term plans leading up to and beyond retirement.
The recommendations suited my needs and have been flexible enough to accommodate my requirements as my lifestyle needs have changed.
We only work with clients when we are confident that we can improve their financial future and help them achieve their retirement objectives.
The best thing about our job is giving our clients the confidence to fund the retirement lifestyle they have worked so hard for.
We first met David and Gillian in 2012 to discuss David's pension options.
At the time David was a company director, with the business operating out of an industrial unit, .
Ten Financial Planning was asked to attend a meeting at a firm of solicitors in Burnley to discuss Inheritance Tax (IHT) with one of their clients.
The best thing about our job is giving our clients the confidence to fund the retirement lifestyle they have worked so hard for.
We first met David and Gillian in 2012 to discuss David's pension options.
At the time David was a company director, with the business operating out of an industrial unit, .
Ten Financial Planning was asked to attend a meeting at a firm of solicitors in Burnley to discuss Inheritance Tax (IHT) with one of their clients.
We build financial plans based on our expertise, extensive research and a thorough understanding of your needs.
We spend a lot of time getting to know you and your situation.
We only ever put a plan in place when we are confident it will improve your retirement outcomes.
We don't apologise for the amount of time it takes to design and implement the plans we create.
It can sometimes take up to 30 hours of work in Stages 1-5.
Don't worry though, that's work for us, not you!
Most of our clients then choose to add on Stage 6 (Plan maintenance) because they can see the value of an 'MOT' or review of their plans each year.
We spend a lot of time getting to know you and your situation.
We only ever put a plan in place when we are confident it will improve your retirement outcomes.
We don't apologise for the amount of time it takes to design and implement the plans we create.
It can sometimes take up to 30 hours of work in Stages 1-5.
Don't worry though, that's work for us, not you!
Most of our clients then choose to add on Stage 6 (Plan maintenance) because they can see the value of an 'MOT' or review of their plans each year.
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