Independent Financial Advisor in Boston, Lincolnshire

Visit our Web Site:

General information

You Are My Priority

I offer free initial consultations. I only charge when you are happy with my recommendation. This means free quotes and free research.

I am completely independent, being whole of market as regards investments and pensions and offering insurance from a wide range of providers for the majority of my protection, or life insurance, products

I firmly believe in treating customers fairly and adhere to the principles and code of conduct as laid down by The Personal Finance Society; our professional body which was incorporated by royal charter over a century ago.

Of course I use the most recent information and research systems to provide you with bespoke independent servicing in the most efficient manner possible.

I know a lot of people say this, but I really don't mind travelling

What do I do to learn more

I do have a website, you could visit that, where there is a number of articles in simple, plain english which talk you through the basics of many areas of planning. The site is expanding all the time.

You could also email me and sign up for my monthly newsletter which is a short document detailing the recent changes to legislation.

Whatever you decide to do, I wish you the very best in your endeavours.

Daniel Elkington is an independent financial adviser at Cotswold Financial Services Ltd.

back to the top