Union Financial Planning LTD
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- 2nd Floor Independence House, 16 Queen Street, Worcester, Worcestershire, WR1 2PL
Union Financial Planning Ltd, a firm based in Worcester, offers a comprehensive suite of services to guide you through your financial journey. Registered under the FCA number 953926, we deliver expertise in wealth management, life insurance, investments, retirement advice, final salary pension transfers, and general financial planning. We're conveniently located on the 2nd floor of Independence House in Queen Street - right at the heart of Worcestershire. Our reach extends to surrounding counties, providing reliable, regulated advice and tailored services with a client-focused approach. You can trust Union Financial Planning Ltd to manage your finances with professionalism and integrity. Whether you're a novice investor or a seasoned retiree, we're here to help you navigate your financial future.
Their team includes one financial adviser. Check FCA registration here.
Union Financial Planning LTD are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Wealth Management
- ✔ Life Insurance
Directions to Union Financial Planning LTD from the Motorway
- From the M5:
- At Junction 7, proceed to take the A44 exit towards Worcester S/Evesham.
- Upon reaching the roundabout, take the first exit onto Whittington Road.
- At the subsequent roundabout, take the second exit, continuing on Whittington Road/A4440.
- At the following roundabout, take the first exit onto Whittington Road/A44.
- At the next roundabout, take the first exit onto London Road/A44 and continue along A44.
- Make a right turn onto City Walls Road/A38.
- At the ensuing roundabout, take the first exit, remaining on City Walls Road/A38.
- Turn left onto Queen Street.
- Subsequently, turn left onto The Trinity.
- Finally, make another left turn. Your destination will be situated on your left.
List of advisers under Union Financial Planning LTD:
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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.