Adam Bagley Financial Planning Ltd

Independent Financial Adviser  Riverside Business Centre, Lowestoft, NR33 0TQ
First meeting at adviser's own cost
Trusted and independent financial advice, for all stages of your financial journey. We will take the time to ensure we can help you get what you want out of life. Free initial consultation across East Anglia.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 8th August 2022
About us

At Adam Bagley Financial Planning we believe in the provision of face-to-face independent financial advice to individuals, families, trustees and directors and have over 20 years experience in financial advice.

We'll start by understanding your current situation and then work towards putting a plan together to help you achieve what is important to you and help you use your money so that it's working for you, allowing you to focus on living the life you want.

Our services

Free initial consultation
Straight talking, with no jargon
Direct contact with your adviser, no call centres
Independent advice across all areas of financial planning

Where to find us
Head office address: Riverside Business Centre, Riverside Road, Lowestoft, NR33 0TQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Adam Bagley Financial Planning Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Adam Bagley Financial Planning Ltd is entered on the FCA Register under reference 951657

Adviser unavailable
This adviser is currently out of office and not available for contact
check
FCA authorised
Last authorised 8th August 2022

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