Intergen Financial Planning LTD

: 7 Alexandra Drive, Bootle, Merseyside, L20 0EE

: FCA Number: 952346

Website Image of Intergen Financial Planning LTD

Intergen Financial Planning Ltd, a reputable company based in Bootle, Merseyside, provides comprehensive financial planning services and is regulated by the FCA under number 952346. Their specialties include life insurance, investments, and pensions retirement advice. The team at Intergen is proficient in managing final salary pension transfers, reflecting their client-centered approach. Positioned near Liverpool, they extend their financial expertise to the surrounding regions, ensuring clients have access to reliable, regulated advice. Find them positioned conveniently on Alexandra Drive, L20 0EE, where they continue to help individuals and businesses navigate their financial future. Intergen Financial Planning Ltd demonstrates an approachable yet professional method, making it a trusted choice for financial advice.

Their team includes one financial adviser. Check FCA registration here.

Intergen Financial Planning LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Intergen Financial Planning LTD from the Motorway

From the M57,
take a slight left onto Dunnings Bridge Road/A5036, following signs for Bootle, Docks (A5036), Liverpool (A59).
Proceed to turn left onto Dunnings Bridge Road/A5036.
Once on that road, turn left onto Netherton Way/A5038.
Take a slight left onto Orrell Lane.
Process to turn right onto Alexandra Drive. Your destination will be located on your right hand side.

List of advisers under Intergen Financial Planning LTD:

Intergen Financial Planning LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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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.