Watermead Financial Ltd Independent Financial Advisors

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Watermead Financial Ltd Independent Financial Advisors Profile

Watermead Financial Ltd is based in the village of Thurmaston, Leicester.
The practice has been established since 2001 by 4 very experienced advisers who between them have over 40 years service in the financial industry.
Our approach is to help the clients understand their current financial planning and how that matches with their objectives before considering what options.
A comprehensive report is provided to reflect options and strategies for recommended course of action/s.

Watermead Financial Ltd Independent Financial Advisors Specialities

  • Personal Retirement Planning
  • Personal Protection
  • Investment and Saving
  • ISAs OEICs Unit Trusts
  • Taxation Planning
  • Offshore Investments
  • Personal Stakeholder Pension
  • Equity Release
  • Traded Endowment Policies
  • Saving for Children
  • Mortgages
  • General Insurance

Watermead Financial Ltd Independent Financial Advisors Accreditations

  • Associate Personal Finance Society PFS
  • Pensions CII
  • Saving and Investment CII
  • Certificate in Mortgage Advice CII
  • Taxation and Trusts CII

Address
Watermead House 637 Melton Road

LE4 8EB

Tel - 0116 2202277
Fax - 0116 2202288

Websites and Email Contact
The website of Watermead Financial Ltd Independent Financial Advisors is - http://www.watermeadfinancial.co.uk

Years in Practice
The total number at this Watermead Financial Ltd Independent Financial Advisors is 10+

Female IFAs Available
There are not Female IFAs Available at Watermead Financial Ltd Independent Financial Advisors


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