Independent Financial Advisor in Lincoln

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General information

We are a firm of Independent Financial Advisers in Newark, Nottinghamshire. Being on the border between two counties we are ideally placed to advise clients in both Nottingham and Lincolnshire.

Our clients are our first and last priority. We believe that treating customers fairly and with integrity is paramount. Dales recognises that everybody is different and has different need and wants, we aim to offer a very personalised service designed to meet your individual needs; we are a world away from the de-personalised remit of telesales and large institutionalised bodies.

We will analyse your situation in detail, and advise you on what we feel is the most appropriate course of action for both now and in the future. Our role is to educate and motivate you to make the right decisions, we will not overload you with options: straightforward advice is what we are about.

Once you have become a customer of Dales, we will commit to continue giving our advice with regular reviews to ensure that you keep on track and achieve what you set out to achieve. Financial advice is rarely a one off purchase and needs to be monitored to ensure that the maximum benefit is derived, things change, markets change and so do you, therefore your financial planning will need to change and adapt.

We offer advice on all areas of financial planning including:

• Investments, Ethical Investments, Fund Supermarkets
• Discretionary Fund Management Advice
• Pensions & Annuities
• Life Assurance
• Mortgages & Buy to let
• Business/ corporate advice

We also offer advice on:

• Income Drawdown, Phased Retirement
• "On shore" and "Offshore investments"
• WRAP accounts

For a detailed review of your personal or corporate financial planning please Email or telephone Philip in confidence and we will arrange an appointment (without obligation) at a time and place to suit you.

We are pleased to offer a FREE initial consultation to see how we can assist you, or for more information consult our website www.pndales.co.uk.

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