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Make contact with us
In Lincolnshire -Yorkshire |
A guide to the role and
benefits of independent financial planning advisers who offer tailor-made
financial advice. Utilise these links and focus on
distinguishing between financial advice options. We’ll help you to make the best use of your
cash. Only
independent
financial advisers can select any financial
product from the whole market place. You will lose this benefit if you
choose other financial advice options. |
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We have to take account of your wishes, circumstances and attitude to
risk giving written reasons for
our advice. Our financial services locate the best financial
product for you.
Discover all benefits and how to distinguish between other UK financial
advice options. Some key points
from these earlier pages are summarised as follows:
No payment is required for our introductory meeting. This allows exploratory discussion without any
binding commitment. The more relaxed atmosphere of home visits helps us to put
across the range of financial services and how these can be adapted to meet
individual situations and goals.
Clients living in rural surroundings, or who have difficulty in
travelling welcome these informal discussions.
We operate from a base in North Lincolnshire near the Humber Bridge. More often than not we visit clients in their own homes. Contact UK independent financial planning advisers for financial advice in Lincolnshire, Yorkshire -
towns include Gainsborough, Hull, Scunthorpe, Lincoln, Harrogate, Leeds, York.
Our financial services include - wealth management, assets
protection, health insurance, retirement planning, portfolio planning, taxation,
discretionary fund management, inheritance tax planning, investment bonds,
national savings, ISA’s, education fees planning, personal pension plans,
equity release, fixed interest, commercial property and life insurance.
For other areas in the UK, visit this external website
and enter your postcode to Find
details of independent financial advisers close to where you live or work from
around 9,000 IFA locations UK-wide
You can rely upon the finance plan we produce for you which is
strengthened by having the last 17 years as qualified advisers. In this role
our responsibilities have increased and given us a more complete exposure to
other financial situations across-the-board.
The meaning of independent as applied in the financial sense is
paramount. The reason is that all independent financial advisers act with
complete freedom without the constraint of being commercially tied or
influenced to recommend any particular financial products.
Explore the
purpose of independent financial planning where we produce a custom-made
finance plan and maximise your return on investment whilst satisfying the risk tolerance.
In addition, we provide written grounds for recommending particular products or
taking a certain course of action.
The most suitable
financial product to match your finance budget and aspirations is almost
certainly out there. You could be starting your first job, getting married,
thinking of buying a house, starting a family, saving for your children’s
education or planning for retirement. Whatever your situation, receive our
guidance whilst discussing your thoughts with us.
Please remember that we really do listen and look forward to meeting you
during 2009.
…………
Our Address :- Independent
Financial Planning ( Lincolnshire ) Ltd
Rosebank
Pinnings Lane
Waddingham
DN21 4SL
Telelephone 01673 818561
Mobile 07713
880256
Contact us for links: mailto:webmaster@independent-financial-planning.co.uk
Authorised and
regulated by the Financial Services Authority
Useful External Links
Financial
External links about the
financial industry in the UK.
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Find all the financial topics that we cover
at our other external website. Visit our partners support website to explore
the full range of your
options or take advantage
of our on line financial calculator tools to check Lump sum investment -
Saving towards a goal - Regular monthly savings - OR - How much could I
borrow? - What would my monthly payments be? |
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Find
details close to where you live or work from around 9,000 IFA locations
UK-wide |
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Locations: Lincoln, Scunthorpe, Gainsborough, Kirton Lindsey,
Grimsby, Market Rasen, Brigg, Caistor and areas in between |