Financial Advisor & Mortgage Broker in Beverley

        Independent Financial Advisor & Mortgage Brokers  

37a North Bar Within, Beverley, East Riding Of Yorkshire, HU17 8DB

Hull   01482 350375             Sheffield   0114 3087676

“It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for”

Robert Kiyosaki on why people benefit from professional financial advice.

As Independent Financial and Mortgage Advisers, our primary goal is to provide our clients with expert financial advice and guidance that is tailored to their unique needs and circumstances. 

 

We strive to help our clients achieve their financial goals and objectives, whether that be saving for retirement, investing in the stock market, or looking for a mortgage. 

 

At the heart of our approach is a commitment to transparency, honesty and integrity. We believe that our clients deserve to know exactly what they are getting when they work with us and we go to great lengths to ensure that our advice and recommendations are always in their best interests. 

 

Whether you are just starting out on your financial journey or are looking to make more complex investment decisions, we are here to help. 

 

Our team of experienced professionals have the knowledge and expertise to guide you every step of the way, and we are committed to providing you with the highest level of service and support possible. 

 

So, if you are looking for an Independent Financial or Mortgage Adviser who can help you achieve your financial goals and objectives, look no further than us. 

 

We are here to help, and we look forward to working with you!

 

 

For a conversation about your financial plans, why not get in touch today?

Linkage Financial Solutions is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rdFloor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270

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 an independent local advisor which understands the needs of the local people and provide a friendly service without jargon.

 

Our guiding principles

 

Best advice - 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

A little about us

As an Independent Financial Adviser firm we are not tied to any particular provider and can advise you on products from across the whole market.

 

We will always take a rounded view of the options – considering factors such as charges, customer service, product provider and financial resilience.

 

This means we will offer the most suitable solutions for your individual and business needs and circumstances.

 

 

Our success depends on building successful long term relationships with clients. Honesty, integrity, impartiality, good service and going the extra mile - these are the things we believe matter to you, and these are the guiding principles that underpin our approach to business and relationships.

 

Our business model centres on highly structured technology-based processes. This enables us to deliver a highly streamlined cost-efficient service proposition for all our clients.

 

Because we are backed by an experienced and knowledgeable team of financial planning and IT specialists, our customers can enjoy complete peace of mind – safe in the knowledge that you have industry-leading expertise working for you.

Linkage Financial Solutions is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rdFloor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.

Consultation

Our team consists of highly qualified and motivated professionals, who are all experts in their field. With many years of experience in the industry, they have the expertise to provide comprehensive, first-rate services to our clients.

This is where we get to know each other. 

We'll explain what we offer, how we work and the cost of our services, and we’ll listen closely to you.

Advice

This is when we find the solution

We'll develop a financial strategy tailored to your needs.

Implementation

This is when we do the paperwork 

We'll help you with the paper work, liaise with the providers and make sure everything runs smoothly for you

Ongoing Service

This is where we keep supporting you

An ongoing service with a separate charge, allows us to assess the continued suitability, track your attitude to risk and gives you ongoing access to your adviser.

"... has been an enormous help and source of comfort. Long before I retired, we went through all our finances and Ricardo offered some very sound advice to both my wife and I"

Mr D Rose, York

Vouchedfor

Contact us

Telephone: 07905 234307

 

E-mail: Hello@LinkageFS.co.uk

 

East Riding Of Yorkshire

 

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  • Mon – Thu
    • 09:30 – 17:00
  • Friday
    • 09:30 – 16:00
  • Sat – Sun
    • Closed

"He has continued to give us his help and good guidance during these difficult times"

Mr G Needham, Willerby

Vouchedfor 

Independent Financial Advice & Mortgage Brokers

2nd floor, 37a North Bar Within, Beverley, HU17 8DB

Call us Now on  01482 350375 or Sheffield 0114 3087676

News Letters       

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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