Financial Planning

Rule Datlen Mann works in alliance with an independent financial advisor. This means that we have the facility to introduce you to independent advice on every aspect of your personal and business finance. Advice is available on the following subjects:

Personal pension planning
Pensions for the business owner
Mortgages
Investments
Estate planning
Inheritance
Life assurance
Critical illness
Disability and long term illness
Income protection
Equity release scheme
Long term elders care
School fees planning

We can arrange a meeting on your behalf with our suggested independent financial advisor. If you wish us to attend the meeting, we would be happy to oblige. You may prefere to use your own advisor – again, we would be happy to attend any meeting that you may arrange.