Barnsley Financial Advisers
A financial adviser should be a trusted friend who will look after your finances and put your needs ahead of their own. Unlike a customer who buys a commodity or service a Barnsley financial adviser should treat you like a client that is under the protection of another. We aim to build a life long client adviser relationship where we will put your needs first and build a mutually beneficial partnership.
Areas of financial planning that we can help you with are Pensions, Investments, Life Insurance and Mortgages. For pensions and investments we will refer you to a suitably qualified adviser. Each area is examined to show how we can be of help to you.
Mortgages – We are a whole of market mortgage broker offering everything from commercial mortgages to residential first time buyer mortgages.
Investments – From regular premium ISAs to lump sum bonds, unit trusts and ISA or PEPs and TESSA transfers we can refer you to a suitable adviser.
Life Insurance – Various types of insurance can be advised upon from basic term insurance to inmcome protection.
Pensions – Everything from pensions transfers to setting up regular premiums into a stakeholder pensions can be helped through a suitably qualified referal partner.
If you want to speak to a Barnsley financial adviser today with no obligation and to see how we can help you ring Damian on 07912 076990
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