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.
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.
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.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.