Clear financial advice, built around you.
Financial decisions can feel complicated. We’re here to make them easier to understand.
At Project Financial, we take the time to understand your circumstances, explain your options clearly and provide advice tailored to your needs.
Talk to us
Whether you are buying a home, planning for retirement, investing for the future or putting important legal arrangements in place, we’re only a phone call away.
Call: 01274 889 943
Advice for the decisions that matter
Your financial plans are personal. That’s why our advice starts with a conversation.
We look at your circumstances as a whole, helping you understand the options available and make informed decisions with greater confidence.
Mortgages
Whether you are buying your first home, moving, remortgaging or reviewing your existing arrangements, we can help you understand your mortgage options and find an approach suited to your circumstances.
Pensions
Planning for retirement can involve many important decisions. We can help you understand your pension arrangements, consider your priorities and plan for the future.
Investments
If you are considering investing, we can help you understand your options, your attitude to risk and how investment planning may fit within your wider financial goals.The value of investments can fall as well as rise and you may get back less than you invest.
Wills, Trusts & Powers of Attorney
Putting the right arrangements in place can help you protect your wishes and make things clearer for the people who matter to you. We can guide you through wills, trusts and powers of attorney in a clear and straightforward way.Wills, trusts and powers of attorney are not regulated by the Financial Conduct Authority.
Useful Online Services
There are times when you may need some additional information to help you move forward with your plans.
We work with selected third-party providers who offer useful services that contribute to making informed descisions.
These services are provided independently of Project Financial. Following the links below will take you to the relevant provider’s website, where you can find out more about their service, costs and terms.
Referral disclosure: Project Financial receives a referral fee if you purchase this service after following our link.
Check your credit information
Understanding the information held on your credit record can be useful when you are preparing for a mortgage application or simply want a clearer picture of your credit history.Checkmyfile brings together information from Experian, Equifax and TransUnion in one credit report, helping you see the information recorded about you across the three credit reference agencies.
Property surveys and valuations
If you are buying a property, a professional survey can help you understand its condition before you proceed. You may also need an independent valuation for a variety of property-related purposes.Cosey Homes provides a range of residential property surveys and valuations carried out by property professionals, with different survey options available depending on the property and the level of detail you require.
Financial planning with a personal approach
Good advice begins with understanding what matters to you.
Our purpose is to help clients plan for their financial future with greater clarity. We take the time to listen, understand your circumstances and explain your options in language that makes sense.
There is no one-size-fits-all approach. Every recommendation we make is based on the individual we are advising, their priorities and their wider circumstances.
Why choose Project Financial?
Ready to start a conversation?
Call us on 01274 889943 or send an e-mail to info@project-financial.co.uk.
Meet the team
Financial advice is about more than numbers. It is about having someone you can speak to, ask questions and trust to explain things clearly.
Angela
With more than 30 years of experience in financial services, Angela brings extensive knowledge to her work with clients and has particular experience in later-life financial planning.Jamie
Jamie advises across mortgages, pensions and investments, taking the time to understand each client’s wider financial circumstances before helping them consider the options available.Beth
Beth is committed to making the mortgage process clear and approachable. She provides practical, client-focused advice and supports clients throughout each stage of their mortgage journey.Helpful online guidance from Project Financial
Financial planning comes with plenty of questions.
Our articles are designed to make important financial topics easier to understand, with straightforward information on mortgages, pensions, investments, later-life planning and other matters that may affect you and your family.
Explore our latest articles below for practical guidance, explanations and useful things to consider when planning your financial future.
