Life Plans Direct

Independent Financial Adviser 3 Fernhurst Road, Croydon, Surrey, CR0 7DJ

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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

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Pensions & retirement

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Auto enrolment

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Pension consolidation

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Pension drawdown

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Pensions & retirement planning

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Pensions transfer

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SIPPs

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Stakeholder

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Mortgages

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Bad credit

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Building your home

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Buy my next home

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Buy to let

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Buying commercial property

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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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Next home / Remortgaging

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Right to buy

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Self-employed mortgages

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Investments

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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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Savings

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Lump sum

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Regular savings

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Insurance & protection

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Accident & sickness

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Critical illness

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Healthcare

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Income protection insurance

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Life insurance

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Business

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Group Pension/Stakeholder

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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

Telephone
Online (Live chat, video, email)
Face to face

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

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