Welcome to Financial Profiles Ltd
Financial Profiles Ltd have been providing financial advice to both private and corporate clients since 1990. We are directly authorised by the FSA under 432431 as Independent Financial Advisers. Many of our new clients are recommended to us by existing clients or other professional connections. Our advisers have a wealth of experience across all areas of financial planning.
We pride ourselves in speaking to our clients, using jargon free language. We offer all new clients an initial meeting without charge or obligation in their home or office or at our offices if more convenient. The purpose of this meeting will help us to discuss and identify their needs. We can work for clients on a fee or commission basis or a combination of both and this will be outlined during our first meeting.
We offer a comprehensive financial planning service for all your investment and protection needs:
- Pension Planning
When do you want to retire and how much income will you need?
- Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
- Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
- Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?
- Mortgages & Equity Release
Do you want to reduce your current mortgage outlay or are you moving home? Are you looking to release equity from your home?
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
If you do have any suggestions please e-mail us or use one of our contact forms.
Financial Profiles Limited usually receives commission from lenders for arranging mortgages however you may be required to also pay a fee of up to 0.5% of the loan.
Alternatively you can choose for us not to receive a commission and instead pay us a fee of 1.0% of the loan.
The exact amount of any fee ( if any ) will depend on your circumstances and will explained and agreed with you before you make a mortgage application.