FB Wealth Management

Independent Financial Adviser  47 Algitha Road, Skegness, Lincolnshire, PE25 2AJ
check
FCA authorised
Last authorised 14th June 2021
The largest and leading provider of Independent Financial Advice in the Humber & Lincolnshire region offering friendly, expert advice
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR Joe Rogers
MR Gavin Smart
MR Keith Pearson
MR Thomas Evans
MR Ian Simpson
MR Howard Pykett
MR Nigel Crowson
MR Alex Munn
MR Phil Jones Chartered FCSI, APFS
Chartered Financial Planner
Mr Tom Saleh
Independent Financial Adviser
About us

A modern and friendly firm of Independent Financial Advisers owned by an established and well respected Chartered Accountant.
9 fully qualified and authorised advisers whose collective knowledge and expertise cover all aspects of personal and corporate financial planning. Our advice is unbiased and unrestricted, delivered through a choice of four different client services to fully meet your needs.
Initial meetings are held on a no obligation, no fee basis. Financial, taxation and legal advice available.

Our services

Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

47 Algitha Road, Skegness, Lincolnshire, PE25 2AJ

Similar advisers near you

Independent Financial Adviser 19.34 mi
We listen, you prosper.
 
Independent Financial Adviser 20.8 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Restricted - whole of market 21.08 mi
We provide a wide range of professional financial advice and mortgage services to meet your individual needs. We offer our clients the very best level of service by tailoring all of our packages to our client's specific needs.
 
Independent Financial Adviser 21.87 mi
Chartered Financial Planners providing bespoke independent advice to Individuals, Trustees & Businesses, because every client is different.