As financial advisers we provide individuals and businesses with advice on practical and relevant solutions to help them to meet their financial objectives.
Some of the key areas we advise on are listed below. Of course, we’ll be happy to discuss your own personal situation and goals with you.
As Independent Financial Advisers our aim is to help
individuals and business to achieve their financial goals.
Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help
you meet those objectives. We’ll discuss the plan with you and agree the course of action you
want to take. Whilst the final decisions are of course yours, we’re here to help and guide you
with jargon-free advice both now and in the future.
Being Independent is important to us and means we can look at financial products from all providers, not just a few, like banks and building societies and tied agents who can only offer
advice on a small proportion of what is really available.
You benefit from this service and be assured that we have searched the market place to get
the most suitable deal for you and your circumstances.
Independent Financial Advisor
Trusted Financial Planning Ltd is Registered in England & Wales, Company Number 09078667.
Registered Office address: 53 Laithe Hall Avenue, Cleckheaton, West Yorkshire BD19 6UA
Authorised and regulated by the Financial Conduct Authority. Trusted Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk under reference 815352.
The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted
to customers in the UK.
If you wish to register a complaint, please write to maxine@trustedfinancialplanning.co.uk or telephone 07946 520 519
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available
on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2019 Trusted Financial Planning Ltd. All rights reserved.
