Frank Orlinski at Truly Independent

Independent Financial Adviser  Parkhill Business Centre, Suite A17, Wetherby, West Yorkshire, LS22 5DZ
First meeting at adviser's own cost
“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life” I am to provide highly personalized service with the aim of 'earning the right' to be considered as your trusted advisor for many years to come.
We can advise you on
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Pension consolidation
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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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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Critical illness
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Income protection insurance
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Life insurance
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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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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Frank Orlinski Dip PFS

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

About us

I have devoted most of my working life, now spanning over 40 years, to helping my clients make the most of their money and realize their financial goals. I am committed to building and sustaining long-term client relationships based on trust, superior service, and the quality of my initial and ongoing advice.

I offer high-quality advice to private individuals and business owners in areas such as tax and asset protection, investment for growth, and dealing with existing UK financial arrangements covering important areas such as retirement and inheritance planning, and ensuring your portfolio is working hard enough.

Our services

The tailored service I provide to you will include:

Face-to-face meetings
Availability to speak on the telephone between review meetings to discuss any financial matters important to you as your needs change over time.
Clarity and guidance in all aspects of your financial wellbeing

Through our regular client service review* meetings I will:

Understand your financial circumstances and objectives.
Fully review your financial goals and adapt to any changes
Help you maximize your annual tax allowances.
Help you to review your appetite for investment risk as your circumstances and priorities evolve, ensuring your investments continue to meet your requirements

Working together, you will:

Have a clear understanding of your personal and financial objectives.
Have a plan in place that is risk-adjusted and aligned to your objectives.
Have a proactive process in place to review your financial plan and consider ongoing advice opportunities as your needs change over time.

Where to find us
Head office address: Parkhill Business Centre, Suite A17, Walton Road, Wetherby, West Yorkshire, LS17 7FA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021

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