V-Financial Limited

Restricted - Whole of Market  Longfield Court, Barnsley, S71 3GN
First meeting at adviser's own cost
Providing professional investment advice to clients across the Yorkshire area.
We can advise you on
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Annuity purchase
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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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SIPPs
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Stakeholder
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Mortgage protection
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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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Traded endowment policies
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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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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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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
About us

When we first get together to discuss your needs, you may not actually be sure what services you require. Don’t worry. It is part of our job to help you decide, by describing alternative scenarios, indicating potential variables and outlining possible solutions. All of this is done to suit your particular needs, lifestyle, character and goals.

Our services

V-Financial believe our duty as financial advisers, is to help our clients understand, protect and increase their assets. We promise to uphold the Quilter Financial Planning code, whose principles are integral to our own business philosophy of absolute integrity, dedication to my client’s interests, and an ongoing commitment to provide professional excellence in every aspect of our advisory role.

Where to find us
Head office address: Longfield Court, Barnsley, S71 3GN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

V-Financial Ltd is an appointed representative of Quilter Financial Planning Solutions Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, No. 09097360. Registered office; Longfields Court, Middlewoods Way, Carlton, Barnsley, S71 3GN.


National Savings, Estate Planning, Taxation Advice, Employee Benefits are not regulated by the Financial Conduct Authority.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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