Halifax Independent Financial Advisers

A Halifax Independent Financial Adviser can help with many areas of finance. All the typical areas, buying a house or remortgaging through mortgage products. Other sectors are retirement planning, both through funding for their retirement with pension benefits and also take over annuities. Another common area is investment as a lump sum or regular contributions. Tax efficient investment is ISA. Other investment solutions can include Bonds, Investment Trusts, Unit trusts and OEICs.

As a Halifax independent financial adviser we can offer protection advice for both domestic solutions and business protection. Products we can provide a typical life insurance and critical illness cover, family income benefit, accident and health policies.

The term Independent Financial Adviser was coined to describe the advisers working independently for their clients rather than representing an insurance company or a bank.

We offer our clients clear, no-jargon advice on a wide range of financial products and services that are tailored to our clients’ personal circumstances.

Typically a Halifax independent financial adviser will conduct a detailed survey of its customers’ financial position, preferences and objectives, and this is known as a fact-find. We will then advise the appropriate steps to meet the customer’s goals, and if necessary recommend a suitable financial product to match customer needs.

Even based in Halifax as an independent financial adviser I cover other areas close to within a 45 minute drive to Leeds, Huddersfield, Bradford etc.

Whatever your requirements, contact me via e-mail to Damian on the links above or call 07912076 990