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Independent Financial Advisor

Seeking the following referrals:

I am primarily seeking leads in need of pension and investment advice. I would also accept leads looking for mortgage advice, tax planning, and also life insurance/critical illness cover/income protection. Ideally located in the north east, but I can also offer advice remotely for anyone in the UK.

For the following services:

I offer fully holistic financial advice, covering pensions, savings and investments, retirement and estate planning, mortgages and equity release, as well as Life cover, critical illness cover, income protection and also tax planning.

About this service

I am a fully independent adviser with Acumen Investment & Pension Solutions, with access to the whole of the market across all advice areas. I pride myself on delivering the highest level of service to my clients, helping them navigate their way through the world of finance and making the complex easy to understand. I offer a free 1 hour no obligation consultation. This can be done face to face either at our office in Darlington, the client's home, a public place, or alternatively remotely via zoom or microsoft teams.

Terms

All referrals must meet the service provider’s terms and conditions as outlined below.

  • Leads must be UK domicile and UK resident
  • Leads must be over the age of 18

Disclaimer: Lead requests, service listings and other related information displayed on this page are marketing materials provided by Danmidge. Referr.co.uk does not warrant or accept any responsibility for the accuracy or completeness of the descriptions or related information provided here. Please contact Danmidge directly for full details and further information.

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