Insurance & Financial Services LTD

: 44c East Street, Wimborne, Dorset, BH21 1DX

: FCA Number: 437335

Website Image of Insurance & Financial Services LTD

Insurance & Financial Services Ltd is a trusted leader in providing a wide range of essential financial solutions like life insurance, investments, pensions, final salary pension transfers, and retirement advice. Our dedicated team also offers comprehensive financial planning services tailored to your unique needs. From our East Street location in Wimborne, Dorset, we serve clients across the region with regulated and reliable advice under FCA registration number 437335. Our typical clients appreciate our professional yet approachable style. Whether you're planning for the future or navigating complex investment opportunities, we're here to guide you every step of the way. Trust us for personalised financial services that stand the test of time.

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

Insurance & Financial Services 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 Insurance & Financial Services LTD from the Motorway

From the M27, continue onto A31.
Upon reaching the Palmersford Roundabout, take the second exit and remain on A31.
Arriving at the Ameysford Roundabout, take the second exit and persist on A31.
Take a left turn in the direction of Canford Bottom Roundabout.
Next, turn left onto Canford Bottom Roundabout.
Make a slight left onto Wimborne Road W/B3073 and continue to follow B3073.
At the subsequent roundabout, take the second exit onto Lewens Lane/B3073.
Proceed to turn left onto Park Lane.
Park Lane veers right and transforms into East Street/B3073. Your destination will be located on the left.

List of advisers under Insurance & Financial Services LTD:

Insurance & Financial Services 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

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.