Personalised Financial Planning Limited
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- 22 High Street, Epworth, Doncaster, Lincolnshire, DN9 1ET
Personalised Financial Planning Limited is a trusted financial firm situated in the heart of Epworth, serving Doncaster and surrounding Lincolnshire regions. Regulated by the FCA under number 938851, we provide comprehensive financial services that aim to make planning for the future easier. Brandishing key expertise in areas such as life and investment planning, pensions retirement advice and final salary pension transfers, our dedicated team assists clients in navigating their unique financial journey. We maintain a client-focused approach with the main goal of helping first-time investors and local families achieve their financial aspirations through effective planning. Trust us to provide regulated, personalised financial advice to help secure your financial future.
Their team includes one financial adviser. Check FCA registration here.
Personalised Financial Planning Limited are approved by the FCA to give advice on:
Directions to Personalised Financial Planning Limited from the Motorway
- From the M180,
- at junction 4, please take the A15 exit towards Scunthorpe, Lincoln, Brigg, and A18.
- Proceed to merge onto the M180.
- At junction 2, kindly take the A161 exit heading to Gainsborough.
- Make a left turn onto A161.
- At the roundabout, please take the second exit onto High St/A161 and continue to follow A161.
- Past that, make a left turn onto High Street. Your destination will be on your left side.
List of advisers under Personalised Financial Planning Limited:
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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.