Welcome to Source Independent Financial and Pension Advice Referrals
We are Lymington based Independent Financial Advisers We provide referrals to Specialist Independent Financial Advisers who are engaged by their clients to provide clear, unbiased and holistic financial advice and solutions.
We offer a comprehensive service, because it’s important to maintain an equitable and balanced profile. We research Individual Financial Practices and select the companies who have the expertise to provide the best solution or advice for you.
Our Independent Financial Advisers referrals can assist with Pensions, School Fees Planning, Inheritance Tax Planning, Protection and Mortgages and advise in areas such as tax treatment, charges and investment returns. We constantly monitor the whole market to ensure you receive advice about the solution that best meets your needs from the most competitive Company.
We specialise in pension advice planning referrals - self invested personal pensions and income withdrawal pensions. We believe that these two pension plans have become even more popular after pension simplification in 2006. The tax advantages for pensions offered by the UK Government provide the opportunity for your Pension Fund to grow with virtually no tax.
We ensure that the Independent Financial Advisers we recommend will travel to meet clients in their own homes or offices, whicherever they prefer.
We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon. All our Independent Financial and Pension Advisers Referrals are to qualified Advisers who will provide you with professional and impartial advice. The Referrrals we provide to Independent Financial Advisers will ensure that they will always suggest solutions for your needs that work throughout all stages of your life, including a child's education with School Fees Planning, buying a house, protection for your family, saving for your pension, retirement and Inheritance Tax planning advice.
There are times when it can prove difficult to establish your true financial needs. You may want an expert Independent Financial Adviser to consider whether or not your finances are in order or to point out if you need financial services or pension advice and whether to take some action.
All our Referrals to our Recommended IFA's will offer a free initial consultation with an Independent Financial Adviser to consider your personal circumstances, without any obligation.
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For your FREE initial no obligation consultation:
Tel: 0845 686 3838
Email: rob@sourceifa.co.uk
