Prior to that Bob worked in the personal tax department of a major accountancy practice advising clients on tax matters and completing their tax returns.Since becoming an IFA, Bob has achieved the Advanced Financial Planning qualification.
As Independent Financial Advisers we are free to advise on financial products available from all product providers and use computer software to help us research, compare and select the most suitable contracts for clients. We offer fee based and commission based advice as well as a retainer based Client Care Programme.
We deal with all aspects of financial advice, including:
- Portfolio Planning
- Retirement Planning
- Pensions
- Protection / Life Assurance
- Wills & Lasting Powers of Attorney
- Equity Release Mortgages
- Inheritance Tax Planning
Getting the right advice means speaking to the right people! No charge for initial meeting.
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call
01404 821792, or email bobfarringtonifa@btinternet.com