Bay Financial Planning
Initial consultation free
Independent
Independent Financial Advice helping you to live your best life with the money you have.
We can advise you on
Clients
helped
15helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Ms Sarah Miller
Financial Adviser
Compliance
Bay Financial Planning is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Bay Financial Planning Ltd is entered on the FCA register (<url hidden>) under reference number 1044044. Registered Office: Dalgety Bay Business Centre, Ridge Way, Dalgety Bay, Fife, KY11 9NJ. Registered in Scotland: SC787575. I do not advise on final salary schemes directly, however, I can arrange an introduction to one of the trusted pension transfer specialists within 2plan Wealth Managment. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. IHT/Tax Planning is not regulated by the Financial Conduct Authority.
Legal information
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