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How we do it

By engaging with an exceptional team of well qualified professionals, whose talents are respected amongst other financial experts, your financial plan is in expert hands...

…allowing time for you to get on with living your life.



By making sure that we get to know you and creating a full picture of your financial circumstances we are able to use our knowledge and experience to create the right financial plan for you and your dependants. But that is not where it ends. We are committed to providing you with an ongoing review service that ensures your financial plan continues to meet your changing needs and objectives.



We believe your financial plan is your biggest asset and therefore you can’t afford to get it wrong. It needs to be looked after to make sure it continues to meet your needs.

Our ability to analyse what you have in terms of pensions and investment assets and pull these together to maximise your position in respect of current and future tax and pensions legislation cannot be underestimated. Our thorough research and thirst for knowledge makes us specialists in providing this kind of advice.

To make sure we have the most up to date investment research and insight, we have partnered with Square Mile Investment Consulting & Research. They give us the capability of examining funds from many different angles, helping us to identify those funds that are truly ‘best in class’ with the aim of maximising the performance of your financial plan.



With 336 Financial Management you can be assured that we are always thinking about you and your future so that you can be confident that your financial plan is in expert hands and you can get on with living life.

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Their success as a business is generally unheralded. I have only really wanted one major thing over the years and that was when we wanted to go on an around the world cruise and we had no idea how to fund it, where we would draw the money from. The guys at 336FM sorted it out and made it very easy and straightforward.



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