complete financial planning under one roof
· Lifestyle & Cashflow Planning ·
· Independent Financial Advice ·
Comprehensive lifestyle based financial planning
Working closely with you to help you define, achieve and maintain your desired lifestyle. Incorporating lifestyle planning, detailed cashflow modelling and independent financial advice.
Independent
financial advice
Providing personalised, face to face advice for your Investment, Retirement Planning, Mortgage and Insurance needs.
Investments Retirement Planning Mortgages Insurance Lifetime Mortgages
about one roof financial
At one roof financial we are passionate about what we do and how we do it. We understand that our clients are not just a part of our business, they are our business. Our service is more than just financial advice – it’s about:
- Really understanding our clients' needs;
- Building long-term client relationships;
- Working closely with our clients to help them make the right choices;
- Excellence in everything we do;
- Exceeding client expectations.
These words are easy to write - building a business with these qualities woven into the fabric, is more challenging. This is a challenge that we relish and we are very proud of the high standards of financial advice and client service that we set and consistently maintain.
Our advisers have extensive industry and advisory experience and offer independent advice on most areas of personal financial planning, including planning for retirement & options at retirement, maximising investment returns, personal protection & insurance planning and residential & buy to let mortgages. We offer a range of service options ranging from one-off transactional advice through to full lifestyle financial & cashflow planning.
Choosing your financial adviser is an important decision. Why not speak to us, compare us with other firms, and find out for yourself why we are different – why we are better. We know how good we are, our satisfied clients have come to appreciate how good we are and we would welcome the opportunity to show you how good we are.
one roof financial is a trading style of one roof financial LLP an appointed representative of Intrinsic Independent Limited which is authorised and regulated by the Financial Services Authority. Intrinsic Independent Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 217742.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Registered Number: OC340536. Registered Address: Atkins Building, Lower Bond Street, Hinckley, Leicestershire, LE10 1QU. Registered in England and Wales.