FINANCIAL SERVICES

Financial Services can be split into two key areas:-

Financial Advice
Independent Financial advice is very much a one to one service. Our IFA service, Investors Planning Associates is now in its 40th year and boasts some of the most highly qualified IFA's in the industry.
Why seek Independent Advice - the answer is simply, one size does not fit all. We all have very different circumstances and needs and issues we face alter as those circumstances change. Since the Financial Services Act 1986 independent advisers are required to give you advice on a range of products from a variety of providers having gained an in-depth understanding of your own personal financial situation.

Financial Advice can include any of the following:

We currently have 55 fully qualified IFA's covering the Home Counties including the South of England, Midlands & East Anglia, West Country including Bristol, Yorkshire also covering Lancs, Scotland inc Glasgow, Edinburgh and Inverness and Southern Ireland.

A Free Financial Health check will be offered to all UW members no matter their location. No fees will be charged as we will be paid by the product providers, however should a client wish to be fee based instead of commission based, then a fee discount will be offered for all members.

How to contact us
We will have a dedicated phone line for this service. The operator will request your post code area and from that will be able to determine the advisers in your area. You will then be given a time when the adviser will contact you. At the point of contact with the adviser you can then organise times and dates to suit.

With 40 years experience in this field, you can rest assured that a very personal and professional service will be available at all times.

 

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