Financial Advisers (Independent) in Stamford (Lincolnshire)
The Grey House
3 Broad Street
Stamford
Lincolnshire
PE9 1PG
Landline: 01780 7... 01780 764089
Peter: 01780 7... 01780 764089
Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed
Whether you are just starting out, have had a change of circumstances or are anxious to preserve your hard-earned wealth, their experienced team can provide expert, professional advice to create a financial plan to suit your needs.
Some of the key areas that they cover:
• Investment planning.
• Retirement planning.
• Long-term care planning.
• Estate planning.
• Insurance.
• Equity release.
• Mortgages
2012
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"I am a low risk customer. My adviser is very patient with me when explaining things which I appreciate".
Helen
"A great service that was explained in great detail with all the help one would require to be at ease with the process".
Ken
Testimonials are added by the business owner and are not independently verified.