Personal Finance Experts

At Pegasus Financial Consultancy, we help you make better financial decisions. We look at where you are today and what your goals are for the future.

We’ll help you fully understand your objectives so that you can set your goals and concentrate on enjoying life.

We create personalised financial plans to help our clients make more from their savings, plan better for the future, financially protect their families and make the right decision in planning for their retirement.

Our commitment to our private clients is:

A holistic financial planning approach
Professional independent financial advice
Transparency in all aspects of our recommendations

SERVICES

Planning For Retirement

Pegasus Financial Consultancy provide a completely independent consultation with clients who are approaching their selected retirement age

Protecting Your Family

Protecting your family’s financial security is the cornerstone of all financial planning.

Investment Planning

We work proactively with you to identify if long term investing is in your best interest.

Estate Planning

Estate planning is an extremely effective method of transferring wealth from one generation of a family to the next.

WHAT'S THE NEXT STEP?

The Importance Of Advice

Advice is everywhere. Parents give it. Friends offer it. Experts sell it. Strangers post it. We live ...READ MORE

Pegasus Financial Blog Post

At Pegasus Financial Consultancy, we help clients to make the better financial decisions with their finances. We focus ...READ MORE

Discovery Meeting

During your discovery meeting, we listen to what aspect of your life you would like financial help on. You set the agenda and we begin the process of researching how to achieve your goals.

Creating a discipline
Making a budget
Starting a savings habit (short term/medium term/long term)

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