Financial Aspects Ltd

Independent Financial Adviser 2 Lambs Row, Lychpit, Basingstoke, Hampshire, Basingstoke, RG24 8SL

First meeting at adviser's own cost

Response rating

7.0/10

13th August 2018

A leading provider of independent financial advice in the Thames Valley and beyond.

We can advise you on

Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Mortgages
- Buy to let
- Remortgage
- Self employed

Meet our advisers

Garry Filby (DipFA CeMAP CeRER)

Director

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (IFS)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CeRER - Certificate in Regulated Equity Release (IFS)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Where to find us

About us

We are directly authorised by the FCA. We provide best advice to our clients. We offer a full independent financial review, professional and unbiased recommendations on a wide range of consumer products. Please telephone or email your questions to discuss your financial concerns.

Our services

Creating and retaining client satisfaction across all levels of advice areas including; investments, retirement planning including drawdown, life & protection covers.

Compliance

Financial Aspects Ltd. is registered in England & Wales at
2 Lambs Row Lychpit Basingstoke Hampshire RG24 8SL
Company Registration number 4974524
Authorised and Regulated by the Financial Conduct Authority

We can advise you on

Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Mortgages
- Buy to let
- Remortgage
- Self employed

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Compliance

Contact options

Similar advisers near you

Mather and Murray Financial

Independent Financial Adviser 1.29 mi

Mather and Murray Financial believe all customers should be able to access quality advice no matter what their circumstances.

See profile

Jupp Castle Financial Services Ltd

Independent Financial Adviser 1.43 mi

Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice

See profile

New Leaf Distribution Ltd

Independent Financial Adviser 1.82 mi

We provide friendly face to face advice with no jargon and deliver quality financial advice at a reasonable cost.

See profile

Flying Colours Finance limited

Independent Financial Adviser 3.44 mi

Financial advice & investment management at a fraction of the cost of the competition.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.