FINANCIAL PLANNING LTD
(Last updated 20/9/2020
Specialist on Investment Trusts, Sole Chartered Financial Planner, directly regulated by Financial Conduct Authority.
Advice on lump sums arising due to bereavement, retirement, down sizing or when having to pay for long term care.
Advice meetings by appointment,
Either in spacious office or by Skype.
Available on this website;
To receive a quote for Residental Care fees payments by Insurance
to receive detailed explanation of current investment strategy.
online check what you could be getting on your cash deposits This service is from "Deposit Sense"
Your costs estimate/Client Agreement
Online estimate of your total investiment charges and ADVICE RESTRICTIONS; No advice on Mortgages or Equity Release
Preparing for clients to arrive