Independent Financial Advisers in Castleford, Yorkshire



	Pensions Advisers Mortgage Advisers Ethical Advisers Long Term Care Female IFAs

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BD - Bradford

David F. Hook

Positive Solutions

Louis Dyson of
the Financial Planning
Centre Ltd

Investors Planning
Associates Ltd

Paramount IFA

The Financial Planning
Centre Limited

Investors Planning Associates Ltd

Address: 5 North Park Avenue, Roundhay, Leeds, LS8 1DN
Telephone: 0113 269 3949
Mobile: 07845 130133
Fax: 05601 521251
E-mail: contact@rogerwwilliams.com
Visit our Web Site: www.investorsplanning.co.uk

Contact: Roger Williams MA CFP DipPFS
Certified Financial Planner
Authorised Independent Financial Adviser & Mortgage Adviser

What topics can I advise on?

Some of the topics are: Financial Planning » Investments » Pensions » Mortgages » Loans » Equity Release » Retirement Planning » School & University Fees Planning » Life Insurance » Income Protection » Critical Illness Protection » IHT Planning » Long Term Care

Why choose me as your financial adviser?

I provide truly independent and unbiased financial advice, as our company is not connected in any way to any other financial services provider (such as an insurance company or bank).
Because of our independence, I can make arrangements with virtually any provider in the UK.
I aim to be entirely dedicated to your best interests, so whilst working to achieve your financial objectives I give them the same importance I would my own.
To give a fully professional service, I have taken my own studies and qualifications to an advanced level so that I can draw on a wide fund of knowledge and expertise.

How could you check I am the right adviser for you?

We arrange a free first meeting to discuss your needs, and that could be at our office or at your home, whichever is most convenient for you.

How could we work together?

You have clear specific objectives (such as making an investment or arranging a mortgage) and I work to achieve those with no fees payable to me by you, or perhaps only a small fee agreed in advance, and I am paid through commission from the provider of the financial service you require.
You require a more general investigation into an aspect of your finances, with a recommendation of the best way forward, so you pay me a fee for my work, and any commission earned is passed on to you. You may prefer that I help you meet a specific objective (as above) on this fee basis, and again commission is passed to you.
You require a comprehensive and holistic consideration of all your finances and financial aims, with a thorough and substantial plan produced that recommends how all your objectives can be realistically achieved with the finances available to you. Fees are agreed in advance.

Why choose Investors Planning Associates Ltd?

Ours is a national company with offices in various parts of the UK. It has been giving independent financial advice for 36 years. There are about 50 advisers, with a vast range of experience and knowledge.

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