Perrett & Co Financial Services Ltd

Independent Financial Adviser  Perrett & Co Financial Services Ltd, Leicestershire, Loughborough, LE11 2TP
First meeting at adviser's own cost
WE ARE OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS. Leading firm of independent financial advisers in the East Midlands, offering a high-quality and competitive service to individuals and businesses.
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 review
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Pensions transfer
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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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Equity release
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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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Lump sum
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Regular savings
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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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Capital gains tax
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Estate planning
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Income tax
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EEA
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Rest of world
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 11th October 2021
Meet our advisers
MR Roger Perrett

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

About us

Perrett & Co. is a leading firm of Independent Financial Planners in the East Midlands, offering high quality, competitively priced services to private individuals and businesses. Free initial consultations. No obligation. Opening Times: Monday - Friday 9:00am - 5.00pm.
Please visit our website or contact us by phone.

Where to find us
Head office address: Perrett & Co Financial Services Ltd, 3-5 Bedford Square, Leicestershire, LE11 2TP
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    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 11th October 2021

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