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    As Independent Financial Planners, we pride ourselves on helping clients to identify and achieve their short, medium and long-term goals.

    We do this by working closely with you, our client, to determine a personal financial roadmap, which we review and refine regularly over time.

    We believe in providing a service with which our clients will be delighted. That means a customer-driven service where nothing is too much trouble.

    In support of this ambition we provide:

    • Full individual fact finding client meetings prior to advice, on a face to face basis, usually on-site or at another convenient location.
    • Written recommendations, including client specific illustrations and key features documentation, with full reasons for the specific financial strategy suggested.
    • Dealing with the insurer or investment house, both before and after the relevant transaction.
    • Ongoing financial advice to individuals, employees or trustees on both a reactive and proactive basis
    • Programmed annual reviews, with unlimited access to qualified Financial Advisers during the year on an ad-hoc
    • Tax Planning and Advice Service


    Your payment to us:

    As with many IFAs, we are normally remunerated on a commission basis from an insurance company or investment house.

    We are also able to act on a “professional fee basis”, where our standard commission entitlement can be sacrificed in exchange for a fee, based on an agreed hourly rate. A written quotation is always supplied.

    Whether for an organisation or an individual, a group or a single employee, we will provide a tailored, high value financial package which will accord exactly with our client’s needs.


    YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE.

    There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances but we estimate that it will be £295.00.

    The Financial Conduct Authority does not regulate some forms of Mortgages.

    Great British Finance Ltd is authorised and regulated by The Financial Conduct Authority.  Great British Finance Ltd is entered on the FCA register (http://www.fca.org.uk/register/) under reference 431032. Registered in England No: 03171349.

    Great British Finance, Registered Office: 81 Burton Road, Derby, DE1 1TJ. Trading Address: 19 High Street, Swadlincote, Derbyshire, DE11 8JE.

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