Independent Financial Advisor & Mortgage Brokers
37a North Bar Within, Beverley, East Riding Of Yorkshire, HU17 8DB
Hull 01482 350375 Sheffield 0114 3087676
What Services we offer
Savings & Investments
Pensions , Reviews &
Retirement income
Mortgages
Residential, BTL & Commercial
Inheritance Tax
Trusts
Family Protection
Families with Disabled Children
Sustainable &
Responsible Investment
Income Protection
We are Independent Financial advisors and Mortgage brokers dedicated to provide a solution to our clients.
We offer a free appointment to discuss your requirements and we can evaluate if we are able to help you.
We believe that our local community requires a independent local advisor which understands the needs of the local people and provide a friendly service without jargon.
Our guiding principles
Best advise - providing you with products and services suitable for your needs
Great Service - prompt, reliable, friendly, always centered around you
Clear, open communication - so you always know where you stand
Good information - honest and accurate, timely and relevant
Continual improvement - enhancing and updating our service to you
Quality control - identifying failings and putting them right
Checking and monitoring - reviewing information, tracking process
Types of financial adviser
Financial advisers look at your personal circumstances and your financial plans and recommend products to help you meet your needs.
There are two types of financial advisers:
Independent financial advisers (IFAs) give unbiased advice about the whole range of financial products from all the different companies available (Like us)
Restricted advisers give advice on a limited range of products. They may specialise in one area, for example pensions, or they may only offer advice on products offered by a limited number of companies.
It's usually best to get independent financial advice so that you can look at the widest range of advice and products available.
Types of mortgage brokers
A whole-of-market broker will be able to assess every available mortgage so they can recommend the very cheapest or most suitable deal for you. This could potentially save you a lot of money.
Tied mortgage brokers: These brokers can offer you a mortgage only from a specific single lender.
Multi-tied mortgage brokers: These brokers can offer you a mortgage from a select panel of mortgage providers.
Whole-of-market brokers: These brokers have access to all of the mortgage products available on the market. (Like us)
Choosing a mortgage broker - Which?
Independent Financial Advice & Mortgage Brokers
2nd floor, 37a North Bar Within, Beverley, HU17 8DB
Call us Now on 01482 350375 or Sheffield 0114 3087676
Privacy Policy Best Execution Policy Client Classification Conflicts of Interest Policy Your guide to making a complaint Personal Client Agreement
Linkage Financial Solutions Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Linkage Financial Solutions Ltd is entered on the FCA register (www.FCA.org.uk) under no. 998729. Registered office: 2nd Floor, 37a North Bar Within, Beverley HU17 8DB. Registered in England and Wales Number: 14757948.
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