First Service Financial

Independent Financial Adviser  Wyvernhoe House 16 Wyvernhoe Drive Quorn, Leicestershire, LE12 8AP
First meeting at adviser's own cost
At First Service Financial we pride ourselves in giving practical advice and recommendations to help you achieve financial freedom, with a first-class service.
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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SIPPs
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Stakeholder
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Bad credit
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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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Mortgage protection
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Next home / Remortgaging
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Right to buy
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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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Critical illness
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Income protection insurance
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Large business
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Life 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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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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Long term care
Response rating
7.7/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
Mr Killian Kirkpatrick Dip PFS, BSc Hons
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to business.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Mr Gary Weilding Dip PFS, Cert CII (MP&ER)
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Mr Richard Hayes Dip PFS
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I have been a client of First Service Financial for many years and have always had excellent service. They are always friendly, helpful and happy to explain anything in great detail.
Felicity, Midlands
About us

First Service Financial is an independent financial advisory company offering trusted, clear and professional financial advice across the UK. Whether you are seeking to build an investment portfolio, create a tax-efficient retirement strategy or looking for mortgage and protection advice, we have the expertise to provide the answer. We always provide our initial consultation free of charge to ensure that we can get to know one another, without any pressure or obligation. Please get in touch to speak with one of our local advisers.

Our services

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. Whether it’s advice on pensions, savings and investments, insurances, mortgages or general financial planning, we provide trusted advice. First Service Financial is authorised and regulated by the Financial Conduct Authority and are proud to say we have helped serve the community for nearly 20 years

Where to find us
Head office address: Wyvernhoe House 16 Wyvernhoe Drive Quorn, Leicestershire, LE12 8AP
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.7/10
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FCA authorised
Last authorised 2nd August 2021

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