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David F. Hook

Positive Solutions

Louis Dyson of
the Financial Planning
Centre Ltd

Paramount IFA

The Financial Planning
Centre Limited

Baxter Fensham Ltd

Probity
Consulting LLP

Independent Financial Adviser in Leeds

Louis Dyson of the Financial Planning Centre Ltd

Address: 655 Scott Hall Road, Leeds, LS17 5PD
Telephone: 0113 226 8898
Mobile: 07793 011488
E-mail: louis@thefpc.net
Visit our Web Site: www.thefpc.net

Contact: Louis Dyson, Independent Financial Adviser in Leeds

About our company.

The Financial Planning Centre Ltd was formed in August 2001, and all our advisers have at least 10 years experience in the Financial Services industry. We have been based at Elland Road for over 6 years, and as well as looking after our Leeds clients, we also have advisers covering the Wakefield, Pontefract and Dewsbury areas.

We have an unblemished reputation, and we are proud to be able to say that we have looked after the majority of our clients for many years. They trust us with theirs and their children�s future, and we in turn do our best to make sure they receive the care, attention and sound financial advice that they deserve.

How do we work?

Our aim is to make Independent Financial Advice the preferred way of receiving advice for the ordinary man and woman, and we go out of our way to make that possible.

We don�t expect you to take time off work, or to brave the Leeds traffic reaching us. We find that most of our clients feel most comfortable in their own homes, so that�s where we see them, day or night.
Naturally if you prefer to visit our offices, we would be more than happy to see you there.

We believe that face to face personal discussions are extremely important in fully understanding your needs. As such, our initial meeting is free, and without obligation or time restraint. During our discussions we will encourage you to talk about yourselves, your goals and objectives, and at the end of the meeting we will both have a clear idea of what your objectives are, and how best we might help you achieve them.
If you are happy for us to proceed as your Independent Financial Advisers, we will arrange further meetings to discuss our recommendations with you.

How can we help?

Retirement Provision� If you have no pension arrangements, we can advise the best way forward for you. If you have existing provision we will discuss your current potential benefits, and any further option available to you. If you are approaching retirement, we will discuss all the opportunities open to you including Open Market Option and Income Drawdown.
Saving and Investing� We will review all your existing arrangements, including PEP�s and ISA�s, and we will check your money is invested with the degree of risk that you feel comfortable with. Any further arrangements we make for you will fully take into account your existing provision and your preferred level of risk.
Life Assurance� A guide to what your ideal levels should be, and a cost comparison of any existing life assurance or mortgage protection plans.
Mortgages and Re-mortgages�Independent advice on the different types of mortgage available, and which might be most suitable.
Lifetime Mortgages and Equity Release�We will ensure you understand the difference between all the available products, and recommend the most suitable plan for you. We also recommend that representatives of your immediate family are included in these discussions.
Health Insurance�This would include advice on Income Protection, (which replaces a part of your salary if you suffer long term illness), and Critical Illness cover. We will also provide cost comparisons of any existing plans.
Tax Check�We will ensure that in all of the previously mentioned areas, your plans are arranged in the most tax efficient way, including advice on mitigating any future Inheritance Tax liability.

Summary

Our service standards and professionalism are the bed rock of our client relationships.
We can be remunerated by fees (payable by you), commission (paid by the chosen provider) or a combination of both.
We also have a Monthly Retainer plan available for our clients who prefer more regular attention. Under this plan no fees are payable for advice from our advisers, and portfolio reviews are included in the monthly cost. We feel this plan gives a firm commitment to you of the service we intend to provide, and will ensure that you will always feel comfortable ringing us for advice at any time.

As Independent Financial Advisers, we work for you. It is our job to provide you with the levels of service and advice that we ourselves would expect, in an open, honest and straight forward way.
Please call or email us using the contact detail above, and we will be happy to try and help.

The Financial Planning Centre Ltd is regulated by the Financial Services Authority.

Not all the products or services mentioned above are regulated by the FSA

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