Financial Planning Objectives

Independent Financial Advice
 

About Us

We pride ourselves on face to face friendly advice.

Friendly advice We are Independent Financial Advisers, and as such can offer you unbiased advice from the marketplace as a whole including special selected offers from big name providers.

Financial Planning Objectives was founded by principal Derek Varty in April 2004 following an extensive career in financial services spanning 18 years.

Derek holds the complete “Financial Planning Certificate” (FPC) together with the full “Certificate in Mortgage Advice and Practice” (CeMAP)

Derek is assisted by Sheena who has an impressive 25 years in the industry and is also fully FPC qualified. Further marketing and secretarial support is provided by Derek's wife Angela.

Based in Greenock we can easily provide assistance to clients in the Glasgow and Ayrshire districts and further afield if required.

Sesame Select: A direct proposition from Sesame which provides extensive research

Financial Planning Objectives Ltd is authorised by the Finanical Services Authority and part of Sesame Direct. Sesame provides extensive research, compliance and training support. With over 2500 members they are a huge force in the financial services industry.

Initial consultations free of charge and without obligation.

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Financial Planning Objectives is authorised and regulated by the Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk/register/) under reference 460457.

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

 

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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