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Independent Financial Adviser  Millhouses Business Centre, Sheffield, S7 2QN
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FCA authorised
Last authorised 22nd February 2021
We are a local friendly firm of independent advisers, who turn financial planning into an easy to understand plan.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Long term care
Meet our advisers
MR Phill Barraclough Cert PFS, Certs CII (MP&ER)
Mortgage Adviser
MR Richard Eklid
Independent Financial Adviser
About us

We were established in 2005 and are fully independent Financial Advisers.
We are a trusted local firm with a wealth of experience and advise on clients needs in Yorkshire and Derbyshire.

Our services

We specialise in pre and post retirement advice as well as investment, tax and protection planning for personal and business client alike.
We are able to discuss clients objectives in an easy to understand manner and ensure clients goals are put in place and reviewed to ensure these plans continue to meet your aims and goals.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

Millhouses Business Centre, 2-4 Abbeydale Road South, Sheffield, S7 2QN

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