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

Our process 
The way we work

As financial & Mortgage Advisers, our success depends on building successful long term relationships with clients. Honesty, integrity, good service, 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.



As an Independent Financial Adviser we are not tied to any particular provider and can advise you on products from across the whole market. I will always take a rounded view of the options – considering factors such as charges, customer service and financial resilience. 



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

STEP 1 - Understand


• Introduction 

• Agree remuneration method 

• Review existing plans 

• Identify goals and objectives 

• Information gathering

STEP 2 - Advice

• Assess objectives
• Research
• Devise investment strategy
• Select product(s)
• Recommendation
• Suitability report

STEP 3 - Implementation

• Apply to product provider
• Complete documentation
• Process applications
• Policy documentation.

STEP 4 - Ongoing Service


• Assess continued suitability
• Complete new investment risk questionnaire
• Annual suitability report
• Ongoing access to your adviser

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


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.


This is when we find the solution

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


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.

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 ( 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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