Cardinal Financial Planning & Wealth Management

Mortgage broker  8A Warren Heath Road, Ipswich, IP3 8TD
First meeting at adviser's own cost
Cardinal Financial Planning & Wealth Management is family run firm providing holistic advice throughout all stages of life.
We can advise you on
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Buy to let
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Buying first home
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Next home / Remortgaging
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr James Kear
Mortgage and Protection Advisor

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Our services

Cardinal Financial Planning & Wealth Management is family run firm providing holistic advice throughout all stages of life.

Understanding You
We will gather information from you about you and any plans you already have in place.

Planning
We'll explore and research various scenarios to make the best use of your existing plans.

Implementation
Like most of our clients, you will probably prefer Cardinal Financial Planning & Wealth Management to do the necessary work to put your plan into action.

Review
Nothing stands still, so it makes sense to review your plans regularly.

Where to find us
Head office address: 8A Warren Heath Road, Ipswich, IP3 8TD
Preferred clients
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022

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