Financial Planning Objectives

Independent Financial Advice
 

About Us

We pride ourselves on face to face professional financial advice.

IFA Greenock Financial Planning Objectives Limited is authorised and regulated by the Financial Conduct Authority (FCA) the independent watchdog that regulates Financial Services in the United Kingdom. Financial Planning Objectives Limited is authorised to give advice on and make arrangements for its clients on a range of Financial Services products, including Life Insurance, Mortgages, Pensions and Investments as well as other Financial Services Products.

Financial Planning Objectives Limited also offer advice and services relating to many different financial reports and calculations which may or may not involve arranging and/or recommending a product.

Financial Planning Objectives Limited's FCA Register number is 460457. You can check this on the FCA's Register by visiting the FCA's website http://www.fca.org.uk/register/.

MEET THE TEAM

Derek Varty, Financial Adviser, Greenock Derek Varty DipPFS, Certs CII(MP&ER) - Director/Independent Financial Adviser. Derek has an extensive career in Financial Services since 1987 incorporating advising,
managing and arranging Financial Services Products and has achieved the following qualifications:
* Financial Planning Certificate (FPC)
* Certificate in Mortgage Advice (CeMAP)
* Certificate in Equity Release (ER1)
* Certificate in Life and Pensions
* Diploma in Financial Planning (DipPFS)

Financial Planning Objectives Ltd is authorised by the Finanical Services Authority and supported by The Bankhall/Sesame Group . Bankhall Sesame are a Company who offer Financial Services Companies support on how to run their businesses in a compliant and professional manner.

Bankhall/Sesame has many years experience in the Financial Services Support Sector and have approximately 550 employees to deliver the highest quality service. They have a market share of 25%, therefore Bankhall/Sesame offer the most compelling Financial Services Support which includes Compliance Guidance, Regulatory Updates, Provider Updates, Taxation Information and Legislative updates, a Business Processing System and a Research Department which researches the Whole of the Market.

Bankhall/Sesame also offer a select range of products available on special terms negotiated by Bankhall/Sesame for Bankhall/Sesame Customers firms only.

  • These support services are crucial to offering accurate Financial Advice to our clients in the fast changing Financial Services Industry and do not come without costs, but we believe these costs to be of excellent value to ensure Financial Planning Objectives Ltd are operating in 'real time', with up to the minute data.

Bankhall/Sesame filters the information available in relation to the relevance for a Financial Adviser offering advice to clients, which allows the adviser more time to concentrate on doing what is correct for the customer.

Initial consultations free of charge and without obligation.

This allows our client to understand the range of services we have to offer and for Financial Planning Objectives Limited to evaluate our clients initial financial needs and concerns.

 

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Financial Planning Objectives is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk/register/) under reference 460457.

For advice on any of the above, Contact Us now.

 

Contact Us

Financial Planning Objectives Ltd
64 Eldon Street
Greenock
PA16 7RE

TEL: 01475 888276
FAX: 01475 888270

Email: info@finplan.co.uk

 

MORTGAGE CALCULATOR

Mortgage Calculator

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independent financial advisor