About Us
Financial Planning
Financial Advising:
We are a firm of financial advisers based in Lincolnshire - but we are happy to visit our clients all over the East Midlands. We provide advice to both individuals and companies on all aspects of financial planning, using a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising their objectives.
How do our clients benifit?
Financial Planning? As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a mutually convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Tailor make our services to your needs:
Following the initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our charges:
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others prefer that we provide advice and guidance on a no-obligation basis, but that we earn commission if they buy an investment, mortgage or insurance product with us acting as their intermediary. Either way, our aim is to provide you with the best possible value-for-money solutions to meet your financial objectives.
Please feel free to contact us here at Protect and Save for nothing but the best financial advice services in and around Lincoln.