Welcome to Paterson Financial Planning-
A different approach to financial advice
You may have clicked on this site and expect us to bombard you with details about pensions, investments, money issues etc etc but, we don’t believe this is what people want.
Founded in 2004 Paterson Financial Planning has been an organic growth business which has grown from word of mouth referrals from existing clients. The reason we believe we have achieved such strong growth and reputation is quite simple. We listen to our clients, we ascertain what they are looking for, the journey they want to take and then we devise solutions that fit those scenarios.
Whatever your situation we believe everyone needs a plan to support them. Perhaps you are at, or building towards retirement, maybe you are a business owner that needs help with planning and protection of your business or you are a growing family, each situation needs guidance and planning that helps reach the goals and aspirations that everyone has. We are certain we can help build a more secure, contented and fulfilling lifestyle now and in retirement.
We have created a short video that should help you understand a little more of what we do: