Imagine FP Ltd

Independent Financial Adviser  Windsor House, Harrogate, HG1 2PW
First meeting at adviser's own cost
Will you outlive your money or will your money outlive you ? Specialists in retirement planning, supporting business owners and successful individuals to understand their options at retirement, serving clients for over 20 years.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Capital gains tax
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Estate planning
Meet our advisers
Mr Nigel Woods Dip PFS
Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

Paul Woods Dip PFS
Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

About us

" Plans are useless, but planning is essential " - Dwight D. Eisenhower

Developing a complete understanding of your financial position at retirement can be challenging. You may need to validate your own calculations or benefit from structured support to navigate the complexities of today’s financial world.

We utilise dynamic technology to minimise complexity and clarify your financial arrangements. So, as you approach retirement, Imagine will guide you through the opportunities and challenges you may face, supported by our innovative and plain-speaking approach.

Our services

Who we serve :

Retired, or close to it

We specialise in working with clients who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.

Diligent saver

While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving they have accumulated a retirement nest egg of at least £250,000

Nice people

This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.

Where to find us
Head office address: Windsor House, Cornwall Road, Harrogate, HG1 2PW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Imagine FP is a trading name of Fairstone Financial Management Ltd.

Fairstone Financial Management Ltd, is authorised and regulated by the Financial Conduct Authority- FRN: 475973.

Registered in England and Wales no: 05574120. Part of the Fairstone Group

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