Key Worker Discounts Financial planning


With a Key Worker Discounts Card, you can unlock exclusive savings at Financial planning! Enjoy the satisfaction of knowing that you are taking advantage of exclusive discounts that are only available to key workers. From budgeting and debt management services to investment advice and retirement planning, you can save on all of your financial needs with this special card. Not only will you benefit from discounts on services, but also on products such as life insurance and home loans. With the Key Worker Discounts Card, you'll be able to make sure your finances are in order while still saving money!


AdviserWill, Weston-super-Mare
Welcome to AdviserWill, the UK’s preferred Will Writing and Estate Planning service. AdviserWill are Professional Will Writers and Estate Planners and we will support you throughout the whole Will Writing process. As we understand the importance of your time, we fully utilize technology to ensure we are Simple, Fast and Efficient. We offer Will Writing, Estate Planning, Lasting Power of...
Key Worker Discount: Show your Forces card and use code FORCES50 and receive up to 50% off on Wills, Trusts and Lasting Power of Attorneys. Please follow the link to our contact us form and one of the team will contact you or alternatively contact us on the details below for a free, no obligation quote. This offer excludes our storage facility, funeral plans and OPG fees.

Bevans, Leicester
If you are seeking help with pensions, retirement planning, investment or inheritance tax planning, Bevans Finance will help you navigate the world of financial planning.
Key Worker Discount:

Stephen Abbott Financial Services, Bradford
Dealing with financial matters can be complicated in this day and age with thousands of products available, not to mention confusing terminology. We're motivated to help you with your short, medium and long-term goals and can assist you in creating a financial strategy that will work for you. Our products and services include: ? Re-mortgages ? Mortgages ? Buy–To-Let Mortgages ? Medium to...
Key Worker Discount: I offer initial consultations at no charge. For Armed Forces personnel I will offer a discount of 25% of the current mortgage advice fee.

Scales Porter, London
Scales Porter was set up in 2007 by Anthony Vellosa and Antony Clegg. We arrange mortgages and insurance and project manage purchases for first time buyers. We work closely with clients to make sure their plan to buy a property has the best chance of success, is as cost-effective as possible and is integrated well with their overall financial planning. We want to build strong relationships...
Key Worker Discount: Our fees are £495 on applications but will only charge the forces £250 and there won't be any fees for re mortgages and life insurance.

Thompson and Co, BEDFORD
Don’t know where to start? Why not have a chat with us to talk through some of your ideas if you are thinking of going into business for yourself, or perhaps you have a property you are thinking of renting out for some extra income. We have ex-military staff on our team who understand the challenges of military life and either trying to run a business while serving or planning to change...
Key Worker Discount: FREE initial consultation, FREE introductory bookkeeping session once signed up, DISCOUNT on your first year’s accountancy fees for British Forces Personnel

The Demelza Group, BODMIN
We specialise in helping individuals and families across Cornwall protect their assets with wills, trusts and inheritance tax planning, and wealth and pension management services.
Key Worker Discount: Free Retirement Plan & Advice.

Ashley Independent Financial Advisers, Birmingham
We are an established firm of financial advisers with over 35 years experience in Retirement Planning, Investment and Wealth Management, Life Assurance and Home ownership
Key Worker Discount: Special deal with armed services: 1 hours free consultation. Ashley IFA will provide a free Will and Trust when Life Assurance is bought.

Andrew Stuart & Co Ltd, Hathersage
For many years we have been advising clients from all different backgrounds on how to protect their wealth and assets for the next generation and improve the returns you may be getting on your investments or pensions.
Key Worker Discount: As every client and situation is unique when it comes to financial planning, we will offer a unique discount depensing on the type of work you would like us to undertake for you. The discount can either be by a reduction in initial and ongoing charges or reduced hourly rate work.

Lighthouse (Capital) Limited, London
I am an Independent Financial Adviser based in London and Kent, and offer all areas of financial advice. I am also a former Royal Marine officer and am thus happy to offer my advice and services to ex forces personnel at a discount. Whether it's help with a mortgage, family protection planning, pension and investment advice or financial planning advice for your business, I'll be happy to have...
Key Worker Discount: 20% off my normal initial fees on successful presentation of proof of your service.

KRD Financial Advisers Limited, Stourbridge
KRD Financial Advisers Ltd is a small dynamic business offering financial advice to clients and business's throughout the Midlands area. The firm is now located in the village of Hagley nr Stourbridge after relocating from nearby Kidderminster. The firm offers a comprehensive financial advice service, which is intended to be cost effective for everyone. With so many options available its...
Key Worker Discount: Free financial planning report and cash flow modelling report.

Forward Financial Planning, Wellington
Specialist Mortgage Advisers dealing with the Forces Help To Buy Scheme with core business areas including advising on both personal and business protection, individual and company pension schemes along with wills, savings and investments. We are a new and progressive Independent Financial Adviser company looking to stand out from the crowd for the right reasons!
Key Worker Discount: Free initial consultation and no arrangement fees (saving up to £400)

iMS Wills & Estate Planning, IPSWICH
PROTECT YOUR FAMILY, SECURE THEIR FUTURE iMS Wills & Estate Planning are specialists in Wills, Trusts, Property protection & IHT Planning offering coverage across the whole of East Anglia. Between our advisors we have decades of experience in multiple areas of financial planning. Our mission is to put your mind at ease ensuring your assets and loved ones are protected and cared for as...
Key Worker Discount: Having numerous family and friends having served in the armed forces over the years we cannot think of a better cause. We would be PROUD to offer up to 50% off all Will writing services with an additional discount of 10% on all trust work, powers of attorney and business planning services. We offer a FREE consultation before any fee based work is undertaken. Make your no obligation appointment...

True Potential Wealth Management, Sandown
25 years experience. Delighted to offer straight forward financial planning to our Armed Forces personnel throughout the UK. advice on Investments, Mortgages, Family Protection, Pension, Savings & Tax planning. We also offer Will Writing services and Lasting Power of Attorney preparation.
Key Worker Discount: Armed Forces personnel and their families will receive a minimum of 25% on advice fees charged, dependent on individuals requirements. Quote TP/BFD25

MPF Accountancy Services, Ashford
We provide accounting and bookkeeping services offering exceptional value, including: Annual Accounts Corporation Tax Returns Payroll VAT Returns Self Assessment Financial Planning and Modelling Management Accounts
Key Worker Discount: 20% discount off all fixed feesCode: BAFD

Harris Begley Financial Planning, Penzance
At Harris Begley, you can expect a warm welcome, experienced professional expertise & a relaxed friendly atmosphere. In all aspects of Financial Planning - Mortgages, Protection, Investments, Pensions or Wills and Estate planning, Forces Personnel offer a unique and often challenging set of circumstances that need to be overcome. At Harris Begley, we have the many years of experience and a...
Key Worker Discount: We will offer a 20% discount off of any fees that we would normally charge.We offer free initial consultations to establish your exact requirements and share the recommendations with you.Please quote IanH AF01.

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