Tel: 01475 888 276         Email: info@finplan.co.uk
  • Financial Planning Objectives Ltd
  • Financial Planning Objectives Ltd
  • Financial Planning Objectives Ltd

Welcome to Financial Planning Objectives Ltd

Based in Greenock we serve clients throughout the West of Scotland & beyond. We are happy for clients to visit our office in Greenock or can arrange home visits in the local area.
As Independent Financial Advisers we specialise pension planning, retirement options and investment advice.

Being independent allows us to offer unbiased professional advice.

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 our customers.

Getting the right advice means speaking to the right people.
Contact us on 01475 888276 or use our ENQUIRY FORM to get in touch. In most cases we can offer a free initial consultation.

Our specialist advice areas include:

  • Pension building
  • Retirement options such as drawdown and annuities
  • Savings and Investment advice
  • Family protection advice

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.

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.

Retirement Options
Pensions Building
Savings and Investment

Estate Planning
Family Protection
Get In Touch

The FCA does not regulate some forms of Offshore products.

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.

Due my retirement, I am no longer authorised to provide advice. I currently act as introducer and will pass any enquiries on to a suitably qualified financial adviser.

I intend to keep my Continual Professional Development record up to speed to enable Financial Planning Objectives Limited to accept enquiries and source an appropriate adviser.
Derek Varty, Director

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

EMAIL: info@finplan.co.uk
TELEPHONE: 01475 888 276
FAX: 01475 888 270
ADDRESS: 64 Eldon Street, Greenock PA16 7RE
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