An independent financial adviser in Shrewsbury, Shropshire is a professional person who offers independent advice on financial matters. The advice that is given to clients is based on the independent financial adviser research that will be carried out and also a full review of the current financial market.
Typically an independent financial adviser in Shrewsbury will conduct a detailed survey of a client’s financial position, preferences and objectives; this is sometimes known as a fact find. The independent financial adviser in Shrewsbury will then recommend appropriate action to meet the client’s objectives, and if necessary recommend a suitable financial product to match the client’s needs. An independent financial adviser will always make sure that the plan is suitable for the client based on their personal circumstances.
An independent financial adviser in Shrewsbury will also advise both individuals and businesses. They may be consulted for such matters as investment, insurance, retirement planning, protection and mortgages (or other loans). Independent financial adviser in Shrewsbury also can advise on some tax and legal matters.
LG Embrey Financial Planning is a trading style of pi financial ltd. pi financial ltd is authorised and regulated by the Financial Conduct Authority. pi financial ltd is registered in England. Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU, Company number 3556277, FCA 186419.