Financially Prudent (I F A) Limited
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Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Self employed
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Life insurance
- Payment protection insurance
- Small business
-
Business
- 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
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- 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
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
23 The Green, Edlesborough, Dunstable, Bedfordshire, LU6 2JF
Financially Prudent (IFA) Ltd aims to help individuals and companies maximise their financial opportunities. We are experienced and highly qualified (Chartered Financial Planner) and focus on delivering tailored services to private individuals and corporate clients. We aim to build long-term working relationships with our clients and to offer support as their financial priorities change as they move through life.
Advising clients approaching retirement or newly retired where their 'new job' as part-time wealth managers means they want honest and reliable advice. Our onging service with clients means long-standing relationships are often established so even when clients move elsewhere in the UK, they ask to stay with our firm, something we are proud of and delighted at.
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