All Counties Financial Limited

Independent Financial Adviser 12 Wootton Drive, Creswell Manor Farm Estate, Stafford, Staffordshire, ST16 1PU
FCA verified
10th December 2018
We can advise you on
  • Bad credit
  • Buy to let
  • Commercial for individuals
  • Equity release
  • First time buyers
  • Flexible
  • High loan to value
  • Overseas
  • Remortgage
  • Residential
  • Right to buy
  • Self build
  • Self employed
Meet our advisers
adviser-person
Ian Gwinnell Dip FA, CeMAP, ER!, MIFS, MIPW
Independent Financial Advisor
Where to find us

12 Wootton Drive, Creswell Manor Farm Estate, Stafford, Staffordshire, ST16 1PU

About us

We are committed to providing the highest standard of financial advice and service possible. The interest of our clients is paramount to us and to achieve this we have designed our systems and procedures to place you at the heart of our business. We will: • communicate clearly, promptly; • Seek your views and perception of our dealings with you to ensure it meets your expectations or to identify any improvements. Our aim is to help clients plan for a secure financial future. We offer unbiased and independent advice. We believe in building long term relationships to provide a personal friendly service.

Our services

It is our aim to provide you with impartial, bespoke financial solutions, based upon a thorough understanding of your needs and objectives.

We passionately believe that by being committed to helping you make informed decisions about your money, we can deliver peace of mind together with the greatest chance of achieving your personal goals.

Our experience shows us that initial plans can often become outdated, we therefore offer a comprehensive ongoing review service designed to deliver real ongoing value for our clients.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum mortgage value
£0
Compliance

Proposition
This is an uncomplicated service for clients who recognise the need for expert advice, but do not require regular ongoing contact or advice.
This would typically involve the following:
Core services
• A focused financial review, including risk profiling
• Financial analysis and transactional report in accordance with your risk tolerance
• Liaison with provider until transaction is completed
• All records maintained, updated and checked for accuracy
• A statement or valuation supplied by the provider on an annual basis
Any further or ongoing advice would be chargeable at an agreed fee level, in writing beforehand.
Client benefits
Summarised as:
• Access to expertise for one off specific advice
• Peace of mind – a financial transaction effected through a qualified individual
Price
• Initial focused financial review followed by product implementation – all costs will be set individually and agreed before proceeding.

INITIAL & ONGOING SERVICE
Proposition
A service for clients who wish to benefit from an initial and ongoing advice relationship.
An example is where someone has a number of investments and complex financial affairs.
This would typically involve the following:
Core services
• A complete review of your investments
• Regular progress reviews, typically annually, six monthly or quarterly as agreed with your adviser
• Financial analysis, including risk profiling
• Design of a suitable investment portfolio in accordance with your investment risk tolerance
• Portfolio valuations at time intervals agreed with your adviser
• Suggested alterations to the investment portfolio, if deemed necessary, at review
• Protection and pensions advice, with potential reviews as agreed with your adviser
• Providing information to your accountant/other professional advisers where necessary
• Recommending suitable professionals as other needs arise
• An aim to return phone calls and emails within 24 hours
Client benefits
Summarised as:
• Peace of mind – a trusted, qualified professional looking after your financial interests
• Personal contact and a bespoke service aimed at achieving your goals
• Ongoing review of your investments with suggested alterations
• Access to expertise and information
• Clarity out of complexity – to be financially well organised
Price
• Initial financial review and ongoing forward planning service – all costs will be set individually and agreed before proceeding

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