Life Plans Direct

Independent Financial Adviser  3 Fernhurst Road, Croydon, Surrey, CR0 7DJ
check
FCA authorised
Last authorised 1st March 2021
If you want independent financial advice, please get in touch. You will not be charged for the initial review meeting.
We can advise you on
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
Meet our advisers
MR Paul O'Neill CeMap DipFA CeRER
IFA
About us

Life Plans Direct is a trading name of Paul O'Neill who is an appointed representative of Caerus Financial Limited, Building 120, Windmill Hill Business park, Swindon SN5 6NX which is authorised and regulated by the Financial Conduct Authority.

Our services

We offer you practical advice whether its your individual requirements or advice on your business. We always ensure that we offer a quality service to our customers, giving advice on existing Investments and policies, as well as new.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

3 Fernhurst Road, Addiscombe, Croydon, Surrey, CR0 7DJ

Similar advisers near you

Independent Financial Adviser 0.55 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 1.26 mi
Bespoke personalised financial advice, from experienced, professional and friendly advisers with appointments carried out at a time to suit you.
 
Independent Financial Adviser 1.3 mi
We offer holistic independent financial advice on pensions, investments, capital preservation strategies, insurances and inheritance tax planning.
 
Independent Financial Adviser 1.3 mi
I offer an efficient, first-class, professional service whilst retaining the personal touch. My client relationships are built on understanding their needs, goals and aspirations and what really matters to them. Any recommendation is tailored and bespoke.