Savings and InvestmentsSavings and Investments

Being indepdendent allows us to work on your behalf!!

The first question we would ask you is "what are you trying to achieve?". Do you require investment advice for Growth or Income or maybe a combination of both.

If you are investing for:

  • simply a better return
  • wedding anniversary
  • greater income in retirement
  • a special holiday
  • child savings

Whatever your requirements we are able to offer the right help on various types of investments from Offshore Investment advice, Investment Trusts, to mainstream deposit based accounts, ISAs etc. As a Financial Adviser our job is to help you achieve your ambitions. Your attitude to risk is important, as is your need for income or capital growth.

 

Retirement Options
Pensions Building
Savings and Investment

Estate Planning
Family Protection
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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 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.

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.

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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