All Counties Financial Limited

About Us

We believe that great financial advice is central to building a more certain financial future for our clients. As qualified financial advisers, we have access to the most up to date technology to ensure we provide peace of mind that your financial future is more secure as a result of working with us. We specialise in investments and retirement planning whether it is accumulating funds, making the transition from work to retirement or mitigating against Inheritance tax. We are here to help.

Our core values ensure we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do. We operate a transparent charging structure and put our client’s best interests at the heart of the business.

We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive on-going review service designed to create real value for our clients.

Our services

All Counties Financial is able to act on your behalf in advising you on investments and non-investment insurance contracts. We offer products and services as follows:

• Investments & Retirement Planning - we offer an Independent advice service. We will recommend investments based on a comprehensive and fair analysis of the market. We will place no restrictions on the Investment Markets we will consider before providing investment recommendations, unless you instruct us otherwise. We will however only make a recommendation when we know it is suitable for you.
If you decide to go ahead, we will:

• Gather and analyse personal and financial information about you and your goals and aspirations;
• Recommend in a report and discuss any action we think you should take and, with your agreement.