Finances Sorted Limited

Independent Financial Adviser Thompson Finances Sorted Ltd, 32 Teall Street, Ossett, West Yorkshire, WF5 0NY
FCA verified
13th August 2018
We can advise you on
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Philip Thompson Dip PFS
Principal
Where to find us
About us

Finances Sorted Limited has been established since 1995. The company has seen steady expansion by offering a comprehensive professional service to all their clients on a variety of protection, investment and pension products including ISA's & Unit Trusts. We work on a fee or commission basis and provide technical advice on commercial property purchase in connection with pension arrangements. All expenses will be discussed at your first meeting which will be free of charge.

Our services

We manage client expectations and deliver agreed service levels in a manner that reflects our investment philosophy, investment process and

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Compliance

We are a local independent firm who provide advice and recommendations to our clients on an agreed basis.
Our clients are offered a range of options in our Service Proposition ranging from clients who require very little contact but remain assured that we are there when needed, to our clients who require regular contact and face to face discussions.
As independent advisers, our clients benefit from us being able to offer advice on the broadest range of products and services. Whether it is for investment advice, retirement planning, inheritance tax planning or simply reducing costs, We have many years of experience in finding the most suitable solution for our clients' needs. We provide advice and help following a personal /

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