Financial Advice Centre Limited
Financial Advice Centre Ltd is a West Midlands based award winning firm providing progressive insights, independent financial advice, mortgages and wealth management. The teams of Independent Financial Advisers (IFA's), Mortgage providers and Wealth Managers are based in Worcester and recognised for our ethical, transparent approach and refreshing, innovative thinking. We have deep technical expertise across several areas: • Bespoke Investment Strategies • Retirement Planning Solutions • Pension Drawdown and Freedoms • Wealth Management • Inheritance Tax Planning • Mortgages • Life Assurance and Protection We are active Advisers with a unique charging structure focussed on building long term relationships and consistently adding value to clients’ investment propositions. Our aim is to provide a service that is both forward-thinking and independent to help clients achieve their financial objectives. Clients choose to work with us because we simplify a complicated financial environment and consistently deliver results in a way that's easy to understand. Case Study 1: Inheritance Tax Planning https://bit.ly/2LFZki4 Case Study 2: Pensions https://bit.ly/2RFxJRM
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Verified contacts
12
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
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no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- NB
Niamh Byrne Cert
Head of Mortgages · Finance & Accounting
EmailPhone - AB
Andrew Bayliss
Independent Financial Advisor · Finance & Accounting
EmailPhone - SG
Steve Gore
Financial Planner · Finance & Accounting
EmailPhone - AS
Adam Smith
Ifa · Finance & Accounting
EmailPhone - EC
Edwina Coates
Ifa Financial Service Administrator · Operations
EmailPhone - KW
Katrina Williamson
Independent Financial Adviser · Finance & Accounting
EmailPhone - NF
Neil Fleetwood
Mortgage & Protection Adviser · Finance & Accounting
EmailPhone - SH
Steve Hemming
Independent Financial Adviser · Finance & Accounting
EmailPhone - CL
Cathy Lusty
Trustee · General Business & Management
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Financial Advice Centre Limited
10 distinct titles indexed · top 10 shown.
- 2independent financial adviser
- 1certified financial planner
- 1commercial director & independent financial advisor
- 1financial planner
- 1head of mortgages
- 1ifa
- 1ifa financial service administrator
- 1independent financial advisor
- 1mortgage & protection adviser
- 1trustee
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