PLS Financial Services Ltd

Independent Financial Adviser PLS Financial Services, 48A High Street, Debenham, Suffolk, Stowmarket, IP14 6QW
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
Independent Financial Planning for Individuals, Businesses and Trustees. Your success is our success. Call us to find out more.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Georgia Rickards
Financial Planner
Charles Rickards FPFS, Certs CII(MP & ER)
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Charles has looked after our pensions and investments for the past 9 years. He explains things in easy to understand terms and has helped us to increase the value of our investments and pension to the point that we are comfortable in our retirement. We would recommend him to anyone looking for straight forward easy to understand advice.
Mr and Mrs Marshall, Newmarket
Where to find us

PLS Financial Services, 48A High Street, Debenham, Suffolk, Stowmarket, IP14 6QW

Make an enquiry
About us

Established in 2008, our objective is great financial outcomes for our clients. We give sound financial advice to meet your needs and objectives, whether you are an individual, company or Trustees.
We have our own 'In house' pension transfer specialist and work with other professionals to provide a complete solution.

Our services

Pension Advice – Helping you make the right choices including Occupational Pension Transfer advice.
Investment Advice – Helping you protect and maximise your wealth for growth, income or both.
Protecting individuals and business from the financial impact of death or illness. Making sure those left behind don't suffer financially as well.
Inheritance Tax Planning - Reducing the amount of tax paid after your death.
Planning for Long Term Care needs - Making sure you don’t pay more than you have.
Equity Release - Accessing capital in later life.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Compliance

PLS Financial Services Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 488254.
Registered in England & Wales, Company Number 6664382. Registered Office address: 8 Hopper Way, Diss, Norfolk, IP22 4GT.

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