Why Use Financial Planning Objectives?

The backbone of every good company is the service it offers. Whether its saving for the future, protecting your family or choosing the right retirement strategy we can help. We can offer the right advice to compliment the plans and benefits you already have.

We pride ourselves on face to face professional financial advice.

Our technical expertise and background staff will support you throughout the advice process. Our director Derek Varty has an extensive career in Financial Services since 1987 incorporating advising and managing and arranging Financial Services Products and has achieved the following qualifications:

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  • Financial Planning Certificate (FPC)
  • Certificate in Mortgage Advice (CeMAP)
  • Certificate in Equity Release (ER1) * Certificate in Life and Pensions
  • Diploma in Financial Planning (DipPFS)

Whether you need individual, family or corporate advice our success comes from focusing on long-term relationships, ensuring we understand our clients financial goals.


  1. Initial consultation - We will arrange a convenient time and place to meet you. At our meeting we will complete a questionnaire commonly known as a factfind. This will enable us to develop a clearer picture about your particular situation.

  2. Recommendations – After discussing your needs, goals and circumstances, we will research the market, review different products and providers. Thereafter we will develop a detailed financial plan personalised for you. We will take you through our recommendations in detail.

  3. Implementing your plan – Once you are happy with our recommendations we will complete all the necessary paperwork and applications.

  4. Reviewing your plans – Where agreed we will provide an annual review of your plans and circumstances. Generally we would meet at least once a year.
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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