Forty One Consulting Limited

Independent Financial Adviser Mulberry House, Vine Gardens, Bubwith, YO8 6LP
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
We offer Independent Financial Advice, specialising in Retirement Planning and Investment advice. Holistic Financial Planning is our aim.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Group pensions
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Savings for children
    • Taxation planning
    • Long term care
Meet our advisers
Elaine Gwinnett FPFS, CFP
Director
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us

Mulberry House, Vine Gardens, Bubwith, YO8 6LP

Contact us
About us

We are a firm with Chartered Independent 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 IFA's allowing us to work in both collaboratively and traditional cases. We deal with all aspects of corporate financial advice.

Our services

Putting our clients 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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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