Finances Sorted Limited

Independent Financial Adviser Thompson Finances Sorted Ltd, 32 Teall Street, Ossett, West Yorkshire, WF5 0NY
FCA verified
15th July 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
adviser-person
Philip Thompson Dip PFS
Principal
Where to find us

Thompson Finances Sorted Ltd, 32 Teall Street, Ossett, West Yorkshire, WF5 0NY

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

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
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 /

Similar advisers near you

Independent Financial Adviser 0.93 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.93 mi
Friendly, Experienced & Professional Chartered Financial Planner. Making the subject of "finance" that bit more bearable.
 
Financial Adviser (Restricted Whole of Market) 1.34 mi
I offer a free no obligation initial meeting to establish what my clients need and exactly how I can help.
 
Independent Financial Adviser 2.07 mi
Call Nick Walton today for a no obligation initial consultation. Impartial Financial Advice tailored to your needs.