Kieron Bassett Financial Services

Independent Financial Adviser  32 Victoria Street, Morecambe, Lancashire, LA4 4AJ
First meeting at adviser's own cost
Independent Financial Advisers (IFAs). Providing truly independent advice for over 25 years
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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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Socially responsible 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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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
Response rating
9.1/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Kieron Bassett DipPFS
Owner

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.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

About us

We believe that we are one of the most dynamic, yet caring truly independent Financial Advisers (IFAs) in the Lancaster and Morecambe area, providing clients with a first class service in the areas of mortgages (including first time buyer), pensions, life assurance and investments. We are open 6 days a week.

Our services

Kieron Bassett Financial Services are a local firm with two Independent Financial Advisers (IFAs) who specialise in retirement and investment advice, including pensions, annuities and drawdown plans. We also specialise in mortgage advice including equity release plans (lifetime mortgage) and mortgages for first time buyers. All advice is truly independent.

Where to find us
Head office address: 32 Victoria Street, Morecambe, Lancashire, LA4 4AJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.1/10
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FCA authorised
Last authorised 25th May 2020

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