Mosaac Ltd

Independent Financial Adviser  18 Malthouse Mews, Pontefract, West Yorkshire, WF8 2YH
First meeting at adviser's own cost
Good honest advice, the way it should be given. No confusion, no overly complex solutions to simple problems. You'll be told what we honestly believe is the best thing for you, all in a relaxed, friendly, pressure free environment.
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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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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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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Payment protection insurance
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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
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
Mr Tom Brookes
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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.

About us

Whether we meet in the comfort of your home or in our office we have an expert in all areas of personal finance including mortgages, savings and investments, insurances, pensions and more. Whatever your needs, speak to us first and get independent advice tailored to your individual needs.

Our services

We will provide you with honest advice in a manner that is not overly complicated or confusing, and tell you truthfully what is in your best interests. We offer a high level of enthusiasm about what we do, and hope we can share some of that enthusiasm with you!

Where to find us
Head office address: 18 Malthouse Mews, Pontefract, West Yorkshire, WF8 2YH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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