Need Financial Planning
  • 55 Upper Dane Road
    CT9 2NA
Need Financial Planning is based in Margate and caters for all your financial planning needs


Need Financial Planning is a team of independent financial advisors based out of Margate with years of experience in the world of finance. Need Financial Planning have the ability to advise, implement and give clients support in a huge range of different types of financial products such as investments, pensions, wills, mortgage, general insurance and equity release.

Need Financial Planning have been in the business for 31 years, so they know a thing or two about finance. As the business is family run, there are family values embedded right at their core, they treat their clients as an extension of their own family. As the client’s successes are Need Financial Planning’s successes when it comes to finance, the team always goes the extra mile to achieve success.

Word of mouth from happy customers is a key way in which Need Financial Planning gets new clients as their customers are so happy with the service they have received they tell everyone about it.

Financial planning is much more than just the numbers, the team like to get to know the individual behind the figures, they treat you like family, so tell them about your favourite holiday destinations and let them meet your pets and update them on your kid’s latest school report, they want to know you to ensure they can get your financials right on a personal level.

The industry is fraught with people and firms who mislead their customers or push them towards investments that are too risky. This will never be the case for Need Financial Planning as they take a massive interest in your success as this will reflect well on their service and allow you to spread the word to others.

The team is now offering you a free will review and to get in touch, you can send them an email at or give them a call at 01843228800.

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Member of the Top 1%