Financial Planning Objectives Limited

Independent Financial Adviser 4A St Georges Square, Pimlico, London, SW1V 2HP
FCA verified
15th July 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Derek Varty DipPFS, Certs CII(MP&ER)
I F A / Proprietor
Where to find us

4A St Georges Square, Pimlico, London, SW1V 2HP

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 including your own personal webpage, comprehensive view of all 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.

Utilising Strategic Partners in Specialist areas to ensure that there is a "Trusted Professional Team" at your disposal.

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

At Financial Planning Objectives Limited being compliant is more than meeting regulations. It is about being fundamentally fair, transparent and open at all times.

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