Finders Financial - Independent Financial Adviser
Specialist Advice
Our specialist advice service provides solutions for more complex financial needs. Some of this is outsourced to professionals in this area and you should contact us to discuss any specialist financial needs that are outlined below.
Tax Planning -
Inheritance Tax Planning
Use of trusts and packaged investment schemes to help mitigate inheritance tax.
The FCA does not regulate Will Writing and some forms of tax and trust planning
Specialist Pension Solutions
Review of preserved pension benefits from previous employers schemes.
Review of preserved pension benefits from previous or existing personal pension arrangements.
Pension sharing orders on Divorce
For Occupational Pension Transfers we act as introducers only.
Lifetime Mortgages
Equity release involves you either securing borrowing against your home. This can give you a regular income, lump sum or both.
This advert refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
For lifetime mortgages we charge a fee which is normally 1.00% of the loan amount, for example if the mortgage amount was £100,000 the fee would be £1,000.
Philip Andrew Whitehead T/A Finders Financial is authorised and regulated by the Financial Conduct Authority.
 FCA Registration Number 616277