JBD Financial Planning Limited

: 39 Rivehall Avenue, Welton, Lincoln, Lincolnshire, LN2 3LH

: FCA Number: 777888

Situated in the charming area of Welton, near Lincoln, JBD Financial Planning Limited is a regulated financial advisory firm, backed by FCA registration number 777888. The firm caters to financial planning needs with a focus on life investments, pensions retirement advice, final salary pension transfers, and more. With expert knowledge of the regional financial landscapes, JBD offers tailored services to individuals and businesses in Lincolnshire and surrounding areas from their base at 39 Rivehall Avenue. Known for being approachable, they often support local families in making important financial decisions. Trust in JBD Financial Planning Limited for competent, regulated advice that aligns with your financial ambitions.

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

JBD Financial Planning Limited 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 JBD Financial Planning Limited from the Motorway

From the M1, proceed to the M69 ramp leading to Birmingham or Coventry. Upon reaching the roundabout, take the fourth exit onto the M1 ramp towards Nottingham, Newark, or Leicester (North). Then, merge onto M1.
Take the exit marked A46, directing you towards Newark. Continue on the Leicester Western Bypass/A46. Vear slightly to the left and then merge onto A46.
At the Farndon Roundabout, take the second exit to remain on A46. Similarly, at the Cattle Market and Brownhills roundabouts, take the third and second exits respectively to stay on A46. Vear slightly left towards A46 and merge onto it.
At the Winthorpe, Halfway House, Hykeham, Whisby, Doddington, Skellingthorpe roundabouts, take the second exits to stay on A46. At the following roundabout, take the second exit again, remaining on A46.
At the next roundabout, take the first exit onto A15. At Horncastle Lane Roundabout, follow the second exit to stay on A15. Turn right onto Heath Lane and continue onto Cliff Road. Make a left turn onto Prebend Lane, followed by a right onto Rivehall Avenue. Your destination will be on the left side.

List of advisers under JBD 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.