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Independent Financial Advisor (IFA) in Surbiton

Honister Partners

Address: 17c Grove Rd, Surbiton, Surrey, KT6 4BX
Telephone: 0845 013 6680
Mobile: (07968) 365575
E-mail: paul.smith@honisterpartners.com
Visit our Web Site: www.honisterpartners-paulsmith.com

Contact: Paul Smith, Independent Financial Advisor (IFA) in Surbiton

About Us
Honister Partners is one of the largest financial adviser groups in the UK. At Honister Partners we work to develop long-term relationships with our clients. With independent financial advisers, independent mortgage advisers and other specialist advisers, we have the scale and coverage to deliver a consistent and high quality service.

Paul Smith is an Independent Financial Adviser with Honister Partners and has 21 years financial services experience advising his clients. With his extensive experience, plus access to other specialists within Honister Partners, you can depend on receiving the best possible independent advice, tailored to your individual needs.

Qualifications held:
        CF2 Investment and Risk (CII)
        G60 Pensions (CII)
        CF9 Pensions Simplification (CII)
        G10 Taxation and Trusts (CII)
        JO6 Investment Principles, Markets and Environment

We also have female consultants at this office.

Our Specialist Areas
Our partners are fully qualified to offer advice and assistance in the following areas of financial planning:

Personal Clients

Pensions, including personal and stakeholder schemes
Advice on transferring personal and occupational pensions
Retirement options planning including Unsecured Pension and Alternatively Secured Pension, Annuities and Phased Retirement
Mortgages
Life and critical illness cover, private medical insurance and income protection
Inheritance Tax, Trusts and Tax Planning
Savings and investment portfolio management
Long Term Care planning

Corporate Clients
We can offer advice and assistance on a wide range of employee benefit and business solutions for small, medium and large organisations.

What to do next?
This involves a short meeting with Paul, which will allow him to identify your financial objectives and find out a little about your personal finances. This is also your opportunity to find out if the Honister Partners approach suits you and for Paul to let you know how we may be able to help. This meeting is without obligation.

Honister Partners Limited is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register under reference 150452. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. The FSA do not regulate some forms of mortgages. Honister Partners Ltd - Registered Office: 1 Nicholas Road, London W11 4AN. Registered in England and Wales No: 06923303

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