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  11. Financially Prudent (I F A) Limited

Financially Prudent (I F A) Limited

Independent Financial Adviser  23 The Green, Dunstable, Bedfordshire, LU6 2JF
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FCA authorised
Last authorised 2nd August 2021
Friendly and trustworthy Chartered Financial Planner where our clients best interests always come first.
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 first home
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Equity release
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Flexible mortgages
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High loan to value
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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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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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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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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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Stockbroking services
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Long term care
Meet our advisers
MR Paul Pearce BSC APFS
Managing Director
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

23 The Green, Edlesborough, Dunstable, Bedfordshire, LU6 2JF

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