Financial Planning Objectives Limited

Independent Financial Adviser 64 Eldon Street, Inverclyde, Greenock, PA16 7RE
FCA verified
12th November 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • 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
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self employed
    • Long term care
Meet our advisers
adviser-person
Derek Varty DipPFS, Certs CII(MP&ER)
I F A / Proprietor
Where to find us

64 Eldon Street, Inverclyde, Greenock, PA16 7RE

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.

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

Financial Planning Objectives Limited is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk/register/) under reference 460457.
We are also covered by The Financial Services Compensation Scheme (FSCS).

All of the Life, Pension Protection and Investment Providers that we use are similarly covered via the Levy's and subscriptions we pay to be fully regulated in what we do.

We utilise regulatory support services from True Potential and Bankhall to remain compliant and also subscribe to The O & M Professional Pensions and Investment Resource Tool, Trigold Mortgage Resource Tool. These online facilities are specially designed to support IFA's be compliant and up to date in "real time" ensuring we are informed of any changes in legislation, regulation and taxation in addition the ongoing changes in the products and services available in the UK marketplace.

Via these support firms we also have specialists
available to us online and through telephone communications for any particularly complex or unusual areas of advice.

The cost of these support services are bourne by Financial Planning Objectives Limited however we feel that the value of this is that it gives our firm and consequently our clients peace of mind that we are up to date and thorough in what we do.

Different products or services can be paid for in different ways. We will always keep you informed of the options you have here.

At Financial Planning Objectives Limited being compliant is more than meeting regulations. It is about being fundamentally fair, transparent and open at all times.
The more information you provide to us the more specific our advice is. We offer Full Reviews of your finances however if you wish to discuss just one or two areas of financial planning that is your choice.

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