Other services include:
"Thank you once again for the most efficient and reliable service for which my husband and myself are very grateful.
"I have had my Pension with SFS since the Company began back in 2004, and during that time under their expert guidance and advice my Pension has grown considerably.
"Select provided a good financial stocktake of our finances and delivered excellent advice tailored to our future needs and circumstances.
The service we received was professional, knowledgeable and very friendly."
Select Financial Solutions are a Partnership of Independent Financial Advisors, Alan Halliday and Geoffrey Coulson.
We are regulated and bound by our Industry Regulator. We specialise in providing advice that is most suitable to your specific requirements, your attitude to risk and your personal objectives.
How We Work:
Our service and process consists of 4 stages:
1. Initial Consultation. To explain our service and to establish how we can be of assistance.
2. Financial Analysis and Recommendation. We will carry out an extensive assessment of your personal financial position to establish your needs. Then furnish you with a full report.
3. Policy/Investment arrangement & implementation. We will process all products agreed and keep you informed.
4. On-going Management Service. We believe that it is essential to ensure that your financial plans and your investments continue to meet your lifestyle and objectives. Our service includes structured reviews and regular updates.
Not all Financial Advisors are truly independent – We are, and that means that we work entirely for the benefit of our clients.
This means we can recommend products across the whole market to provide you with the best advice and solutions for all your financial needs. We work on a fee basis.
|Enquiries: To book an initial free consultation, contact us today or send us an email|
|© Copyright 2009, All Rights Reserved. Select Financial Solutions North East LLP are authorised and regulated by the Financial Conduct Authority. FCA Registration number 417502, Company Registration number OC310154. Your home may be repossessed if you do not keep up repayments on your mortgage. Not all buy to let mortgages or Commercial Mortgages are regulated by the Financial Conduct Authority. There will be a fee for mortgage advice. The precise amount will depend upon your circumstances. However this is typically £250. Advice regarding wills is not regulated by the Financial Conduct Authority.|
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