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Core Financial Services

Address: Edan House, 2a Down Road, Guildford, Surrey GU1 2PX
Telephone: 01483 590 050
Mobile: 07831 853817
Fax: 0870 033 3204
E-mail: msutton@coreifa.co.uk
Visit our Web Site: www.coreifa.co.uk

Contact: Mark Sutton Cert PFS

About Us

Core Financial Services are a dynamic company with over 20 years experience in Financial Management offering Independent Advice and is authorised and regulated by the Financial Services Authority. Core Financial Services offer clients a one-stop shop for all their financial needs, and as we are not tied to any bank, insurance company or financial institution, we are free to recommend any company’s products. Our advisers can provide a comprehensive, professional service and offer advice on a friendly and easy to understand basis. We work on a fee or commission basis with all costs disclosed at your free initial meeting.

We have female consultants at this office.

About Our Specialist Areas

Personal Planning
Business & Employee Benefits packages
  • Mortgage & Re-Mortgage – 1st time buyers, buy-to-lets, and self-certification
  • Pensions – Personal & Stakeholder Plans
  • Life cover – mortgage and family protection
  • Income Protection· Savings & Investment – ISA/Child Trust funds/Insurance Bonds
  • Inheritance Tax, Trusts and Tax planning
  • Retirement Planning and Drawdown
  • Long-Term Care insurance plans
  • Medical Insurance and General Insurance Ethical Investments
  • Stakeholder/Group Personal Pensions
  • Company Pension Schemes
  • Death in Service
  • Key Man Assurance
  • Director Share Protection
  • Partnership Protection
  • Exit Strategy Planning
  • Succession Planning

- Core Financial Services Ltd is authorised and regulated by the Financial Services Authority.
- Not all of the above products and services are regulated by the Financial Services Authority
- Your home may be at risk if you do not keep up repayments on your mortgage.

What to do next?
To discuss your aspirations and needs please ring on 01483 590050. All meetings are free and without obligation.

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