Financial Advisers
in Swadlincote

Jay Financial provides independent financial advice to businesses and their employees. Providing advice on pensions, protection and investments, we have a particular specialism in financial planning for directors, and employee benefit schemes.

The financial landscape is one of shifting sands. Old opportunities disappear, and new ones present themselves. The irony is that the time available to continually assess our options and strategies while managing our daily lives is limited.

Brian Mole Independent Financial Advisers is a team of professional, independent financial advisers (IFAs), based in Burton upon Trent. Brian Mole IFA provide comprehensive financial advice locally throughout Staffordshire & Derbyshire in addition to clients across the country.

Whatever your particular requirements, whether it be a mortgage, loan, business or personal protection against accident, sickness or death we ensure to find the best solution for you with expert advice and superior quality products enabling you to SAVE MONEY in the process.

Some key times at which advice can be most needed include providing for a young family in the event of your death or ill-health, saving and investing for your children’s university fees or to help them with the cost of a first home. Later it is crucial to get advice on how to fund retirement and eventually how to best draw on your accumulated retirement fund. As the years advance, planning your estate and minimising Inheritance Tax are further areas in which quality advice can pay dividends.

Create Financial Management LLP is a firm of Independent Financial Advisers with offices located on Wyvern Business Park, Derby. We have 15 Independent Financial Advisers — several already having Chartered Status, with the other Advisers studying towards Chartered status, which is the highest qualification for Independent Financial Advisers.