Forty One Consulting Limited

Independent Financial Adviser Suite 104, Innovation Centre, Innovation Way, Heslington, North Yorkshire, YO10 5DG
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
We Specialise in Pension, Retirement and Investment advice with ongoing reviews and planning. Holistic Financial Planning is our aim.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Elaine Gwinnett CHARTERED FINANCIAL PLANNER
Director
Accreditations
Chartered Financial Planner
Where to find us

Suite 104, Innovation Centre, Innovation Way, Heslington, North Yorkshire, YO10 5DG

Make an enquiry
About us

We are a firm of Independent Chartered Financial Planners and work with you to provide solutions to your financial needs. Our areas of specialism include: Pensions, Money matters in divorce, Savings and Investments, Taxation, all Protection contracts including Life Cover, Income Protection and Critical Illness. We are Resolution accredited IFAs allowing us to work in both collaboratively and traditional cases.

Our services

Putting you at the heart of our business is a natural product of the advice process we follow. We identify your needs and then plan how these can be met. This Holistic approach builds on what we learn about you and your aspirations, giving you confidence that your financial needs will be met.
We help by:
• Taking time to gather in-depth research of your needs;
• Undertaking detailed analysis relating to potential solutions;
• Creating a personal action plan for you;
• Implementing those proposals and
• Monitoring outcomes on an ongoing basis and re-adjusting as necessary.

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

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