Financial Planning Objectives Limited

Independent Financial Adviser  64 Eldon Street, Inverclyde, Greenock, PA16 7RE
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FCA authorised
Last authorised 20th September 2021
At Financial Planning Objectives Limited we believe it is all about advice. We take your circumstances and provide bespoke solutions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Derek Varty DipPFS, Certs CII(MP&ER)
I F A / Proprietor
About us

Advice available in all areas of Financial Planning including Investments, Pensions and Protection.

We utilise leading technology & provide instant access to your financial information once you have become a client by providing you with your own personal webpage on our systems giving you
comprehensive access and views of all the information which we hold for you, real time valuations for your plans, access on mobile devices, historical views of your portfolio, secure messaging for communicating sensitive information and live portfolios detailing your assets split.

We can achieve this by using technology systems and specialist support firms as Strategic Partners in conjunction with our own personnel to ensure that there is a "Trusted Professional Team" at your disposal.
We will not charge you for any services we provide until we have discussed your options and obligations and you have agreed how we will be paid.
We offer One Off Advice or Ongoing Services.
We will advise and make recommendations for you after we have assessed your needs as Independent Financial Advisers.
We will :-
1. Gather The Facts
2.Formulate A Strategy
3. Undertake Research
4. Make Recommendations
5. Arrange and Set Up Your Plan(s) if Required

Our services

For an adviser to find the best providers and products in the marketplace you first of all have to possess the knowledge, experience, research facilities and computer systems to assess all the issues which affect the recommendation that is made.

We look after our clients on a daily basis and understand the financial marketplace in relation to what is important to consumers.

It is our opinion that our services must be offered in an approachable, professional manner. Whatever your personal circumstances, we pride ourselves on mutual trust and each client receives personal attention appropriate to each individual's needs.

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

64 Eldon Street, Inverclyde, Greenock, PA16 7RE

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