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
18th November 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Equity release
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Long term care
Meet our advisers
Charles Rickards FPFS, Certs CII(MP & ER)
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Georgia Rickards
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
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0