About SurePlan Financial
SurePlan Financial was set up for two main reasons. Firstly, we want to give clients a really personalised service and form long-term relationships with them. We have access to many financial product providers, so therefore we can offer you choice. As part of your financial plan, we can help you find just the right products to suit your goals, needs and budget .
Like many people who work for a living, we are looking forward to our own financial freedom and retirement in the future. This is another reason Karen Goodliffe set up SurePlan Financial – starting her own business was one of her steps for future financial freedom.
We understand the everyday challenges of both being an employee and being a business owner so we know how important good financial planning is, to achieve what you want to in the short and long term. When we design your financial plan, we can show you, using future cashflow modelling, how the financial planning decisions you are making now will help you to achieve your future goals.
