Linkage Financial Solutions
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- 37a, 2nd Floor, North Bar Within, Beverley, Yorkshire, HU17 8DB
Number of Employees
- ✔No. of Financial Advisers: 1
- ✔No. of Employees: 4
We will always take a rounded view of the options, considering factors such as charges, customer service, product provider and financial resilience.
This means we will offer the most suitable solutions for your individual and business needs and circumstances.
Our success depends on building successful long term relationships with clients. Honesty, integrity, impartial, good service and going the extra mile - these are the things we believe matter to you, and these are the guiding principles that underpin our approach to business and relationships.
Our business model centres on highly structured technology-based processes. This enables us to deliver a highly streamlined cost-efficient service proposition for all our clients.
Because we are backed by an experienced and knowledgeable team of financial planning and it specialists by a national network called 2plan, our customers can enjoy complete peace of mind – safe in the knowledge that you have industry-leading expertise working for you. 2plan have bulletproof processes and compliance and conduct are always at the fore of their practice.
As Financial & Mortgage Advisers, our success depends on building successful long term relationships with clients.
Honesty, integrity, good service, going the extra mile - these are the things we believe matter to you, and these are the guiding principles that underpin our approach to business.
As an Independent Financial Adviser we are not tied to any particular provider and can advise you on products from across the whole market. I will always take a rounded view of the options – considering factors such as charges, customer service and financial resilience.
This means I will offer the most suitable solutions for your individual needs and circumstances.
01482 350 375
Criteria
- ✔ Min Pension Fund Level: £100,000
Fees
We offer our initial telephone conversations and initial meetings at our own expense, so you’re not agreeing to anything before we are able to give you a final cost.
This is because we don't know how complex your solution may be.
Our fees are based on the amount you are investing and what solution you are investing into. Normally this would be a percentage of your investment or an agreed set fee.
You have the option to pay out of a plan you may be transferring or with a cheque from a personal account. We will explain what would be the best way for you to pay any fees to ensure you will have the best price possible and extra costs.
Most of our fees are paid monthly directly from the investments.
We always agree any fees before we commence any work on your behalf and doesn't matter what your decision is, we won't charge you to discuss your case with us.
Fair Value
The Consumer Duty brings “fair value” of all products and services to the fore front of all that we need to do when advising customers. This means that not only products and funds need to deliver fair value but all Linkage Financial Solutions services too.
We have created fair value statements for the services we offer such as ongoing service and our advice fees.
We have been working behind the scenes to ensure that all products and funds that we use are offering fair value and providers and fund managers have to assess their own products and confirm these as fair value.
If a product is not deemed to be of fair value, the provider of the product must ensure this is no longer “on sale” so that it cannot be recommended to clients.
Currently, all products we use are of fair value.
Our fees depend on the tailor-made plan we design for you. We offer our initial telephone conversations and initial meetings at our own expense, so you’re not agreeing to anything before we are able to give you a final cost. This is because we don't know how complex your solution may be.
Our fees are based on the amount you are investing and the solution you are investing in. Normally, this would be a percentage of your investment or an agreed-upon fee.
You have the option to pay out of a plan you may be transferring or with a check from a personal account. We will explain what would be the best way for you to pay any fees to ensure you will have the best price possible and no extra costs. Most of our fees are paid monthly, directly from the investments.
We always agree to any fees before we commence any work on your behalf and it doesn't matter what your decision is.
We won't charge you to discuss your worries with us & to help you find a solution. Contact us now.
Social Media
Linkage Financial Solutions is based in Beverley, has one financial adviser in Financial Services. Linkage Financial Solutions is registered with the FCA (registration number: 998729). You can check the firm registration with the FCA here.
Linkage Financial Solutions are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Life Insurance
- ✔ Insurance
- ✔ Commercial Insurance
- ✔ Debt
Directions to Linkage Financial Solutions from the Motorway
- From the M62, proceed to Junction 22 and take the A672 exit towards Saddleworth. Subsequently, make a right turn onto Rockingstone Moss Interchange/A672. Merge onto M62 by making a right turn in the direction of Huddersfield/Leeds. Upon reaching Junction 32, take an exit that leads towards M62. Proceed to take the ramp heading to M62.
- Once at Castleford Interchange, select the second exit that leads onto the M62 ramp towards Goole/Hull/A1. Merge onto M62. Please note that certain sections of this road may be cordoned off or inaccessible during specific times or days.
- At Junction 38, make an exit towards North Cave and merge onto Newport Rd/B1230. Continue following B1230. Make a left turn onto Kettlethorpe Hill/A1034 and then a right onto B1230. Make another left onto Wold Rd and subsequently a right onto Walkington Heads. Continue onto Newbald Rd, then make a right turn.
- Continue onto York Rd and finally, make a right turn onto N Bar Within. The destination will be located on the right side.
List of advisers under Linkage Financial Solutions:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.