Our Services.

We offer a full range of financial and protection services. See below for some of our most popular.

Mortgages

Mortgages are likely to be the largest financial commitment you make and its important that you...

view more

Protection

Most of us protect our possessions but not our income, failing to provide for those dependent on it should...

view more

Pension

Pensions offer an unrivalled opportunity to secure an income for when you...

view more

Savings & Investments

Regular saving or a lump sum investment, its important to have a plan.

view more

We believe in giving high quality tailored financial advice and providing guidance and support

Our principle objective is to provide sound, coordinated financial advice tailored to your expressed concerns, hopes and goals through our relationships.

Our dedicated and skilled advisers work in partnership with our clients, taking the time to understand their requirements, providing a prompt, efficient and personal service coupled with a creative and personal approach to financial planning.

As well as our own considerable in-house experience we have access to leading experts within the financial services industry, from senior underwriters to award winning billion pound fund managers.

Whatever stage of life you are at it’s never too early OR too late to ask:

Whatever stage of life you are at it’s never too early OR too late to look forward and ask:

  • How will I buy my first home?

  • How will I protect my family?

  • How will I pay for the treats as well as the essentials after retirement?

  • How will my family afford to look after me if I need long-term care?

  • How will I make sure my wishes are met when I'm gone?

Our job as your trusted adviser is to help you find those answers

Call us today on 0800 644 6402 or email us at info@blueprintfs.co.uk and we'll be pleased to help you.

!

Our plans for you

Here's how we formulate the plan towards Your Goals.

Many people have goals and dreams, but a goal without a plan is just a wish an achievable goal is a dream with a deadline.

About you

We meet together to discuss your personal circumstances and your current financial situation.

view more

Your goals & ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

view more

Analysis

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

view more

How to get there

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

view more

Implement the plan

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

view more

Review the plan & progress updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

view more

Our Main Services.

  • Mortgages

  • Protection

  • Wealth Management

  • Retirement Planning

  • Taxation

  • Savings & Investments

  • Business Protection

  • Financial Planning

  • Equity Release

Requestcall back

Tell us where you are in your life so we can help you.

or call us
0800 644 6402
 

See What Our Clients Have To Say About Us.

view all

“I wouldn’t hesitate in recommending Dave to anyone, period. He has almost made the process of seeking for the best Mortgage a pleasure!! He has sorted our Life cover personally and professionally, at the right level to suit our expectations. Excellent service and now a valued friend.” 

M. Hirst

“I was one of David’s first clients on the start of his latest venture. We spent time exploring all options for my mortgage and he was tirelessly patient as I waded through all the data. David is always quick to respond to queries and to help with any updates and changes as they come up. I recommend the service and wish him all success for the future.” 

R Docherty-Allan

“Buying your first house can be a very daunting process but it was one that was made very simple with the help of Dave. He talked us through the entire process step by step ensuring that we understood everything along the way and was always just at the end of the phone if we had any questions. For two people who really didn’t know anything about the process before we started, he made us feel very at ease and no question was ever a silly question.
He was able to secure a fantastic mortgage for us along with contents and life insurance and we are now living in our wonderful first home together! We would not have any hesitation in recommending him and will certainly be coming back to him in the future.”

V&K

“Dave took on our mortgage nightmare and with a lot of hard work over many days/months, managed to put us firmly on our feet with a satisfactory remortgage in place. To be honest, the result has been life changing and we can’t thank him enough. An advisor to be trusted and one that does care. We would definitely use his services again and also recommend him to friends and family.”

A. Grace

"Buy, sell, let to buy, let or rent…I have asked Dave Donovan for help after many years of using local mortgage advisors and it was my best decision ever!!!!
He is very professional, flexible, punctual, friendly and honest advisor and he has no problem to sort everything out in your own home!!!! No queues, no stress as all.
Highly recommended by myself and my family, definitely will use again his service / advices in the future.”

J&M Lopejsky

Stock Data.

VALUE MOVE %
FTSE 100 8312.89 25.589844 arrow 0.30878386 arrow
FTSE ALL-SHARE 4536.91 12.030273 arrow 0.26586947 arrow
FTSE MID 250 20769.05 -2.5195312 arrow -0.01212971 arrow
FTSE 350 4581.73 12.160156 arrow 0.2661116 arrow
Dow Jones 44782.06 -128.58984 arrow -0.28632373 arrow
S&P 500 4343.46 -4.870117 arrow -0.11199971 arrow

 

!

Market data is subject to a 15-minute delay.

0800 644 6402
PO Box 92,
Tetbury GL8 0AX.

info@blueprintfs.co.uk