Derbyshire Independent Financial Adviser
A Derbyshire independent financial adviser can help you with many financial areas. All the typical areas, buying a house or remortgaging through to mortgage products. Other sectors are retirement planning, both through funding for retirement with pensions and benefits through annuities also taken. Another common area is investment be for a lump sum or regular contributions. Tax-efficient investments including ISAs. Other investment solutions can include Bonds, Investment Trusts, Unit trusts and OEICs.
All these products, as a Derbyshire independent financial adviser we can offer protection advice to both domestic solutions and business protection. Products we offer include typical life insurance and critical illness cover family income benefit, accident and sickness policies, etc.
The term Independent Financial Adviser was thought up to describe the advisers working independently for their clients rather than representing an insurance company, bank or bancassurer.
A typical Derbyshire independent financial adviser will conduct a detailed survey of its customers’ financial position, preferences and objectives, and this is known as a fact-find. They will then advise the measures necessary to meet client goals, and if necessary recommend a suitable financial product to suit customer needs.
Although based in Huddersfield as an independent financial adviser I cover other areas nearby.
What are your requirements or e-mail Damian on the links above or ring 07912 076990.
