Financial Dimensions Uk Limited
We strive to make your life easier; as such, all of our advice is tailored to suit each individual client.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Last authorised 3rd August 2020
Meet our advisers
Fari Serajian DipFA, CeMAP, MDRT
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
DipFA - Diploma for Financial Advisers (LIBF)
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
What our clients say
Fari has been invaluable in the understanding of our personal requirements. The advise he has given me is second to none.
It has been and will continue to be a great pleasure to do business with Fari and we look upon him as not only an adviser but a trusted friend.
Fari has been my trusted Financial Adviser for over 20 years and has provided sound information to assist in managing both my personal and business finances. During this time, Fari and his team at Financial Dimensions have played an integral part in helping me achieve my goals. They continue to assist and advise me on the best strategies to expand and develop. Fari has a detailed knowledge of every aspect of my business and personal portfolio. His vast knowledge of the financial markets enables me to obtain the very best deals and reduce costs wherever possible.
Fari has devised an excellent solution to minimise both inheritance tax and corporation tax, thus providing a sound future for both business and personal finances.
I have recommended Fari to many of my friends and colleagues and will continue to do so. I look forward to working with Fari for many years to come.
It is a real pleasure for us to give a testimonial for Financial Dimensions.
Before we met you, we had previous experience of financial adviser offered by large companies: our portfolio changed hands many times and we never felt that our interests were clearly understood by our advisors.
Since you took over our portfolio over 5 years ago, we have enjoyed courteous service whih is always clearly and carefully tailored to our needs and personal concerns. In addition to helping us find the best possible mortgage package for our home and reviewing this as necessary, you have reviewed our investments and insurances, taken account of our personal financial circumstances and our attitude to risk, ethical investment and contingency planning, and enabled us to be confident that we have robust plans in place for the future. As you have advised us, you have always explained the choices and possibilities so that we have felt supported and empowered to make these important decisions wisely.
We have recommended your agency to friends and will continue to do so. Thank you for your guidance and professional concern. We look forward to working with you for many years to come.
With our very best wishes.
We offer an initial 45min complimentary meeting for all new enquiries. We offer a professional service to both individuals and small/medium sized businesses alike.
We ALWAYS have our clients' best interest at heart and pride ourselves on our caring approach to their specific needs. Please visit our website for client testimonials.
Our mission is to look after our clients if they; live too long, die too soon, or become critically ill along the way.
To ensure that our client's wealth lasts them their whole life and does not end in poverty, we create a comprehensive cash flow plan each year, which we review and discuss with our clients.
Where to find us
Head office address: The Loggins, Tudhoe Colliery, Durham, Spennymoor, DL16 6TF
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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