The Way We Work
Our Mission
Empowering Your Financial Journey
Our mission extends beyond merely offering financial advice
We strive to be your trusted partner in navigating the complexities of the financial world.
With a commitment to always taking a rounded view of the options, we meticulously consider factors such as charges, customer service quality, product providers, and financial resilience.
By adopting this holistic approach, we ensure that the solutions we recommend are not only suitable but truly tailored to meet your individual and business needs and circumstances.
Central to our ethos is the cultivation of successful long-term relationships with our clients.
We firmly believe that honesty, integrity, impartiality, exceptional service, and going the extra mile are not just buzzwords but essential principles that underpin every interaction we have.
Whether you're seeking guidance on retirement planning, investment strategies, or mortgage solutions, you can trust that these values guide our approach to business and relationships, ensuring that your best interests always come first.
Our commitment to delivering excellence extends to our business model, which centers around highly structured technology-based processes. By leveraging cutting-edge tools and systems, we have developed a streamlined and cost-efficient service proposition for all our clients. This innovative approach allows us to deliver tailored solutions with precision and agility, while simultaneously enhancing the overall client experience.
Behind every recommendation and decision we make is a team of experienced and knowledgeable financial planning and IT specialists. Their expertise serves as the backbone of our operations, providing you with industry-leading support and guidance every step of the way. With Linkage Financial Solutions, you can rest assured that you have a dedicated team of professionals working tirelessly to safeguard your financial interests and help you achieve your goals.
As an independent financial and mortgage advisory firm based in Beverley, 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, impartial, 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 by a national network called 2plan, our customers can enjoy complete peace of mind – safe in the knowledge that you have industry-leading expertise working for you. 2plan have bulletproof processes and compliance and conduct are always at the fore of their practice.
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.
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.
Consultation
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.
• Introduction
• Agree remuneration method
• Review existing plans
• Identify goals and objectives
• Information gathering
Advice
This is when we find the solution. We'll develop a financial strategy tailored to your needs.
• Assess objectives
• Research
• Devise investment strategy
• Select product(s)
• Recommendation
• Suitability report
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.
• Apply to product provider
•Complete documentation
• Process applications
• Policy documentation
Ongoing Service
An ongoing service can be a secure option for you offering peace of mind and gives you ongoing access to your adviser.
• Assess continued suitability
• Complete new investment risk questionnaire
• Annual suitability report
• Ongoing access to your adviser
Testimonials
