Financial Planning Objectives

Independent Financial Advice
 

*OUR WEBSITE CONTENT IS CURRENTLY BEING REVIEWED AND WILL BE REFRESHED IN THE COMING WEEKS*

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Derek Varty Financial Advisor IFA Greenock

As Independent Financial Advisers we are able to provide our clients with personalised advice on a host of areas.

From our base in Greenock we provide Financial Advice & Mortgage Advice throughout the West and South West of Scotland.

We also provide a separate option from a selection of reputable providers, who offer special terms on some products via Financial Planning Objectives Limited's Bankhall Zenith Proposition.
 

Being independent allows us to offer professional advice on your behalf.

For an adviser to find the best providers and products in the marketplace you first of all have to possess the knowledge, experience and research facilities to assess all the issues which affect the recommendation that is made. We look after our clients on a daily basis and understand the financial marketplace in relation to what is important to consumers.

Getting the right advice means speaking to the right people.

It is our opinion that our services must be offered in an approachable, professional manner. Whatever your personal circumstances, we pride ourselves on mutual trust and each client receives personal attention appropriate to each individual's needs.

We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile.

Face to face advice in the comfort of your own home

We have a wealth of experience and support behind us and concentrate on the suitability, risk and strength of new and existing financial providers and products on your behalf.

We are registered under the Consumer Credit Act and Data Protection Act and hold the appropriate licences and professional indemnity insurance.

 

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Financial Planning Objectives Limited is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk/register/) under reference 460457.

The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

We are proud of the comprehensive and professional service we provide to our clients. However if you wish to make a complaint, please contact us. 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 www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567

For advice on any of the above, Contact Us now.

 

 

Financial Planning Objectives Limited: Registered Office 64 Eldon Street, Greenock PA16 7RE: Registered in Scotland: Company Ref No SC303462

Contact Us

Financial Planning Objectives Ltd
64 Eldon Street
Greenock
PA16 7RE

TEL: 01475 888276
FAX: 01475 888270

Email: info@finplan.co.uk

 

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independent financial advisor