Are you an Adviser click here

Upper Street Financial Planning LTD

📍
Sturminster House, Market Place, Sturminster Newton, Dorset, DT10 1AS
🌐
https://www.usfp.co.uk
✔
FCA Number: 727124
Website Image of Upper Street Financial Planning LTD

Upper Street Financial Planning Ltd, registered under FCA number 727124, is a trustworthy financial advisory firm located in the charming town of Sturminster Newton, Dorset. Offering services that cover life and investments, final salary pension transfers, and financial planning, this firm is well-regarded for its tailored and regulated advice. With a strong focus on pensions retirement advice, they are often sought out by retirees from surrounding areas who value their approachable and sound financial guidance. Their office at Sturminster House, Market Place, adds a local feel to the personalized services, making them an excellent choice for those seeking expert financial direction.

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

Upper Street 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 Upper Street Financial Planning LTD from the Motorway

  1. From the M5 motorway, take the M4 Westbound exit directed towards South Wales / Chepstow / M48 / London. Merge onto M4. At junction 18, seek the A46 exit that leads to Bath / Stroud. When at Tormarton Interchange, select the third exit which will lead onto A46. Continue forward onto A4. Upon reaching Bradford Road Roundabout, select the third exit onto Bradford Rd / A363.
  2. At the subsequent roundabout, choose the second exit leading onto Masons Ln / A363 and continue to follow A363. At the next roundabout, take the second exit onto Silver St / A363 and proceed through one roundabout. At the following roundabout, carry on straight onto Frome Rd / B3109. Then, turn right onto Frome Rd / A361 and continue to follow A361.
  3. At Beckington Roundabout, select the first exit onto A36. Proceed to the roundabout, choose the second exit and stay on A36. At the next roundabout, take the first exit. At the subsequent roundabout, carry on straight onto A36. At Cley Hill Roundabout, select the second exit and stay on A36. At the following roundabout, opt for the third exit onto A350.
  4. At the roundabout, choose the third exit onto Bleke St / B3081. Turn right onto Bimport / B3091 and continue to follow B3091. Take a right turn onto Old Market Hill / B3091. Finally, turn left onto Bath Rd / B3092 and continue to follow B3092.

List of advisers under Upper Street Financial Planning LTD:

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

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.

Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback