At Liberta Financial we are dedicated to providing timely and realistic advice on all personal debt issues. Our advisors are experienced full time professionals and work directly under the supervisionof a Licensed Insolvency Practitioner. They are fully trained and will talk through your options with you.
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.
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.
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.
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.
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!
Austen Birkett Financial Planning specialise in retirement options, investment planning and taxation and trusts, backed by advanced financial qualifications and over 20 years experience in thefinancial services industry. We offer a highly personalised service, providing independent financial advice to individuals and corporate clients.
You have found us because you are looking for sound, financial advice. As professional Independent Financial Advisers, Castlegate Financial Management Ltd are authorised to deal with many forms offinancial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning. We listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
The services of the company are available in a number of ways, via our representatives, by phone, post, email or even face to face. Our preferred method is to arrange an appointment in the privacy ofyour home, at your place of work or in our open plan offices in sleaford. We offer a personal, professional confidential service. We are proud of the advice and service we give our clients. We work hard to give you the very best advice at all times.
If you are looking for investment or pension advice or need advice on your mortgage or an equity release or life insurance advice and have never used the services of an IFA you will probably be askingyourself a few questions about what to expect. How will an IFA be able to help me with what I want to do? How much will it cost and is it worth it? Can I trust someone else with all my sensitive, personal and financial information?