Dales Independent Financial Advisors

Independent Financial Adviser Queens Head Chambers, 42 Kirk Gate, Newark, Nottinghamshire, NG24 1AB

First meeting at adviser's own cost

Response rating

7.0/10

14th January 2019

Local Independent Advice, Experts in Mortgages, First Time Buyers, Home Movers, Remortgages. Offices in Newark town centre.

We can advise you on

Bad credit
Buy to let
Commercial for individuals
Equity release
First time buyers
Flexible
High loan to value
Remortgage
Residential
Right to buy
Self build
Self employed

Meet our advisers

Phillip Dales Dip PFS Certs CII (MP & ER)

Director

Qualifications & Accreditations Hide qualifications

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say

This was the first time we used DALES Independent Financial Advisors services and we are more than satisfied with all the help we received. The advice we got from Philip and the support from Nikki was outstanding. We would recommend it to our friends and family, thank you once again. Bea and Peter

Bea & Peter, Newark

You've been great…Your definitely worth recommending. We have now completed and are very excited…thank you for all your help!

Megan, Cheltham

Deb, the kids and I really appreciate all your help, you really went way beyond the extra mile and it is very much appreciated. We cannot express in words how happy we are that we are finally there! Your service has been superb and we would not hesitate to recommend your service to others, thanks again.

Rob & Deb, Near Lincoln

…Thank for your advice…your the star of this process...

Cathie, Near Southwell

Where to find us

Queens Head Chambers, 42 Kirk Gate, Newark, Nottinghamshire, NG24 1AB

About us

DALES, can provide a comprehensive professional service offering advice on a variety of products including what to do with your existing Investments. How to arrange taking a pension or income in retirement. Savings for your Pensions or your Protection and Mortgage needs. The initial consultation is always free, where we will analise your situation in detail before giving you personlised financial advice.

Our services

We have a wide range of clients from all sort of back grounds, from all over the UK. We predominately help people with Investments, Pension Choices at Retirement, Drawdown, Pension Savings, Protection and Mortgages. Local Newark Independent Financial Advice & Nottingham Independent Financial Advice

Compliance

P N DALES LTD, are Authorised and Regulated by the Financial Conduct Authority. Your Home may be at risk if you fail to keep up repayments on you mortgage. A typical fee for mortgage advice is £350.

We can advise you on

Bad credit
Buy to let
Commercial for individuals
Equity release
First time buyers
Flexible
High loan to value
Remortgage
Residential
Right to buy
Self build
Self employed

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Special offers

Choose an Unbiased exclusive special offer:

Free mortgage review Select

Preferred clients

Minimum mortgage value

£0

Compliance

P N DALES LTD, are Authorised and Regulated by the Financial Conduct Authority. Your Home may be at risk if you fail to keep up repayments on you mortgage. A typical fee for mortgage advice is £350.

Contact options

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