Financial Profiles Ltd Logo

Contact Us

On this page you will find information on how to contact us by a range of methods.

Name Position Telephone Mobile Email
Gary Jones Director 01252 737863 07973501827 Garyfinancialprofiles.co.uk
Mark Weller Independent Financial Adviser 01252 737863 07768040450 Markfinancialprofiles.co.uk
Donald Prance Independent Financial Adviser 01252 737863 07752673391 Donaldfinancialprofiles.co.uk
Ben Woods Independent Financial Adviser 01252 737863 07939299611 Benfinancialprofiles.co.uk
Caroline Goodrich Head of Mortgages 01252 737863 07976416957 Carolinefinancialprofiles.co.uk
Lisa Dearnley Mortgage and Protection Adviser 01252 737863 07817953587 Lisafinancialprofiles.co.uk
Jo Lloyd Mortgage and Protection Adviser 01252 737863 07949160454 Jofinancialprofiles.co.uk
Sarah Coulson Mortgage and Protection Adviser 01252 737863 07540397624 Sarahfinancialprofiles.co.uk
David Streat Protection Specialist 01252 737863 07801418273 Davidfinancialprofiles.co.uk
Lynne Gaines Office Administrator 01252 737863 Lynnefinancialprofiles.co.uk
Carmen McTernan Pension and Investment Manager 01252 737863 Carmenfinancialprofiles.co.uk
Kay Copeland Pension and Investment Administrator 01252 737863 Kayfinancialprofiles.co.uk
Lucy Newton Pension and Investment Administrator 01252 737863 Lucyfinancialprofiles.co.uk
Joe Parr Financial Consultant 01252 737863 Joefinancialprofiles.co.uk
Marc Deadman Mortgage Case Manager 01252 737863 Marcfinancialprofiles.co.uk
Sharon Pritchard Mortgage Case Manager 01252 737863 Sharonfinancialprofiles.co.uk
Keri Ashton Finance Manager 01252 737863 Kerifinancialprofiles.co.uk

Contact Us

Tel. 01252 737863
Email. enquiriesfinancialprofiles.co.uk

Principal Address

3 St George's Yard
Farnham
Surrey
GU9 7LW

Registered Office

3 St George's Yard
Farnham
Surrey
GU9 7LW
Financial Profiles Ltd is a Limited Company registered in England & Wales no. 5332327.

Financial Profiles Ltd is able to advise in the following areas.

  • Mortgage Advice
  • Life Insurance/Protection
  • Investment Advice
  • Pensions and Retirement Planning
  • Equity Release

Treating Customers Fairly - Client Questionnaire

As part of our commitment to treating our customers fairly, we would welcome your feed back on our products and services.

Please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.

Thank you for your feedback, we appreciate you taking the time.

Client Name 1

Title

Forename(s)

Surname

Client Name 2

Title

Forename(s)

Surname

Adviser

Name of Adviser

Questions

Q1. Please rate the thoroughness with which your Adviser went about the process of obtaining sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?

We'd appreciate you providing more feedback here

Q2. Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?

We'd appreciate you providing more feedback here

Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?

We'd appreciate you providing more feedback here

Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?

We'd appreciate you providing more feedback here

Q5. Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the product recommended?

We'd appreciate you providing more feedback here

Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process

We'd appreciate you providing more feedback here

Q7. Please detail any aspects of the service provided by your Adviser which might have been improved?

Q8. Please rate how well you think your Adviser considered and prioritised your interests when making their recommendation?

We'd appreciate you providing more feedback here

Q9. Would you use the services of your Adviser again?

We'd appreciate you providing more feedback here

Q10. Overall how would you rate our service?

We'd appreciate you providing more feedback here

Email Address

Your Privacy

We take your privacy seriously. Personal data submitted to Financial Profiles Ltd with this form will be treated in accordance with the Data Protection Act 2018.

The internet is not a secure medium and the privacy of your data cannot be guaranteed.