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  11. Money Matters Independent Ltd

Money Matters Independent Ltd

Independent Financial Adviser  Unit 24, East Riding of Yorkshire, York, YO43 3GL
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FCA authorised
Last authorised 14th June 2021
We offer the complete solution from birth to death. Our office is easy to find with good parking facilities
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Peter Roberts
About us

I am a directly regulated independent financial adviser and qualified Will Writer

Our services

We listen to your concerns and help where we can. We are fully independent.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Unit 24, Market Weighton Business Centre, York Road, Market Weighton, East Riding of Yorkshire, York, YO43 3GL

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