Financial Strategies Limited

Independent Financial Advice - South Yorkshire

Welcome to Financial Strategies Limited

Financial Strategies Limited is based in South Yorkshire, although we have clients throughout the country. Our Advisers are Diploma qualified and advise and recommend all aspects of financial planning to:

  • Private individual clients
  • Corporate clients
  • Trustees

Financial Strategies Ltd are Independent Financial Advisers. This means our advice is ‘whole of market’ and not restricted to a limited pool of products or providers. We research the entire marketplace before making recommendations to ensure you receive advice that is based on the vast array of options available.

As a completely independent company we work with you to analyse and understand your circumstances, requirements and attitude to risk in order to make recommendations tailored to your individual needs.

Financial planning is the process of managing your finances in the best way for you, to help you meet your goals. You might want to increase your wealth, or simply preserve what you already have.

At Financial Strategies we provide financial planning advice and can help you by identifying your priorities, and these become the basis of our advice now and in the future.

We recognise that not everyone requires the type of service outlined above, and we therefore also offer a non-advised option for the purchase of annuities. We have dedicated Quotations Managers who are able to procure the best rates from a range of leading annuity providers.

We also advise and arrange mortgages through our specialist Mortgage Adviser.

 

A typical fee for mortgage advice is £299 plus a commission from the lender.

Your home/property may be repossessed if you do not keep up repayments on your mortgage.

Want to know more?

Call us for a friendly chat on 01302711753 or email: info@financialstrategies.co.uk