First Service Financial

Independent Financial Adviser  204 Ashby Road, Loughborough, LE11 3AG
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Bad credit
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Killian Kirkpatrick APFS, DipPFS
Independent Financial Adviser

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

Accreditations
Chartered financial planner - individual adviser accreditation
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.

Miss Kate Redfern DipPFS
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 Tim Carr DipPFS
Independent Financial Adviser

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

Mr Gary Puffett DipFA
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Ms Jenny Brown FPFS
Independent Financial Adviser

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Tom Hayes DipFA
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Martin Reed DipPFS
Independent Financial Adviser

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

Mr Joshua Wilcox DipFA, MLIBF
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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: 204 Ashby Road, Loughborough, LE11 3AG
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 15th August 2022

Similar advisers near you

Independent Financial Adviser 1.61 mi
Providing personal service to our clients is at the core of everything we do.
 
Independent Financial Adviser 2.21 mi
WE ARE OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS. Leading firm of independent financial advisers in the East Midlands, offering a high-quality and competitive service to individuals and businesses.
 
Independent Financial Adviser 2.21 mi
Local advice with nearly 60 years of experience between the 2 advisers.
 
Independent Financial Adviser 2.23 mi
We provide sound, financial solutions for our client's needs for today and for their future.