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  11. Core Independent Financial Planning Ltd

Core Independent Financial Planning Ltd

Independent Financial Adviser  DBH Business Centre, North Ferriby, HU14 3HH
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FCA authorised
Last authorised 24th January 2022
Are you looking for impartial, professional financial planning advice? We provide straightforward planning, with a clear focus on your objectives.
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 & 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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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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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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Group Pension/Stakeholder
Meet our advisers
MR Sam Appleby Dip PFS
Independent Financial Planner
About us

My name is Sam Appleby, owner of Core Independent Financial Planning. In 2003, I decided to launch a business offering independent advice.

An experienced financial planner, my financial qualifications and expertise are tailored to Wealth Management, Estate Planning and Retirement Planning.

Our services

I am passionate about financial planning. You can expect impartial, straightforward advice, tailored to your requirements.

I want the process of planning to be an enjoyable, rewarding experience. My clients
become better informed, confident and empowered to achieve their financial goals.
I am a strong believer in consistency, continuity and trust.

Our reputation has been built by personal recommendation from other clients, as well introductions from other professionals such as Accountants.

By working with clarity, independence and impartiality, I have the freedom to provide a genuine commitment and service I believe in to my clients and their families.

Preferred clients
Minimum wealth (income/assets)
£51,000
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

DBH Business Centre, Gibson Lane, Melton, North Ferriby, HU14 3HH

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