The best financial advice in the world is of limited use to you if the adviser is unable to provide the financial services that enable you to act on that advice. As an Independent Financial Adviser weare not constrained in the advice we give so we're able to meet our clients needs by being able to choose products and solutions from the entire market rather than just one, or a small panel of, company(s). We can therefore fulfill our clients requirements on an impartial and independent basis.
As IFA's we are able to provide personalised advice on a host of areas as follows: Investments, Pensions, IHT Planning, Life Cover, Family protection and Mortgages. We are Independent FinancialAdvisers with over 20 years experience, and as such can offer you unbiased financial and mortgage advice from the whole market place. Based in Lincoln and Scunthorpe we are able to provide consultations in the comfort of your home or place of work.
Most of our private clients own their own business or have since retired and our services are typically best suited to similar individuals. However we have clients from all walks of life and our maincriteria in you becoming a client is that you take an interest in your financial situation and that we feel we can add value to it. We understand that our clients live busy lives and are therefore happy to meet you at either at our offices or at a location of your choice.
S W Financial Services Ltd. have been providing a service to our clients for over 20 years. We offer independant advice and recommendation on all aspects of financial planning. Whether life assurance,planning for retirement or investing your capital, Mortgages and Equity Releaes planning, we can find you the most suitable product available!
I have over 38 years experience in the Industry and specialise in Estate Planning, Investments, Inheritance Tax Planning and Pensions. We have now introduced our Wealth Management Programme and I runand co-ordinate the large investment accounts. All of our Clients are offered a personal service when trying to cater for their needs.
Show businesses near Lincoln