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  11. Forty One Consulting Limited

Forty One Consulting Limited

Independent Financial Adviser  Suite 104, Heslington, North yorkshire, YO10 5DG
First meeting at adviser's own cost
We Specialise in Pension, Retirement and Investment advice with ongoing reviews and planning. Holistic Financial Planning is our aim.
We can advise you on
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Annuity purchase
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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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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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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Corporate pension
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Elaine Gwinnett CHARTERED FINANCIAL PLANNER
Director

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

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.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
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.

Where to find us
Head office address: Suite 104, Innovation Centre, Innovation Way, Heslington, North Yorkshire, YO10 5DG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020

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