WHO WE ARE AND WHAT WE DO...
F1RST Financial Services provide bespoke financial planning advice to private individuals and companies. We offer advice on a wide range of financial areas, such as investment for growth and/or income, retirement planning, life assurance, trust work and inheritance tax planning. We also offer mortgage advice from a panel that is representative of the whole of market. F1RST Financial Services is authorised and regulated by the Financial Conduct Authority (The FCA). Our registration number is 474119 and the register can be viewed at www.fca.gov.uk/register.
The success of F1RST Financial Services has been built on three simple maxims developed over 20 years; integrity, professionalism and complete impartiality.
We offer a high quality service that takes care of you over the long term and never loses sight of the fact that, at all times, we must deliver financial planning strategies that fulfil your requirements. This ethic has helped us to retain a high degree of loyalty from our clients and other professionals with whom we work.
What sets F1RST Financial Services apart from our competitors is the dedicated and skilled team that work together to deliver a high standard of investment planning, tax efficient wherever possible and a personal service that has become our hallmark.
Our service is designed to meet the needs of individual clients, trustees of family trusts and business owners and employers.
Our 'Client Agreement' contains more information about our business, service proposition and costs involved in providing advice and ongoing help for investment and pension products.
For Mortgage and Protection advice, this information is contained in our CIDD (Combined Initial Disclosure Document), also known as our 'Terms of Business'.
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