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Consultants - Other in Northampton > The lost coin

The lost coin

4 Palmer Close, WELLINGBOROUGH, WELLINGBOROUGH, NN8 5NX 01933 401020
Category:

Consultants - Other in Northampton

The business says...We focus on building long term relationships to help our clients set goals and priorities and review these on a regular basis, using sophisticated financial planning software. Your first meeting i.... more info

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The lost coin

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The business says...We focus on building long term relationships to help our clients set goals and priorities and review these on a regular basis, using sophisticated financial planning software. Your first meeting is at our expense and we have an environmental policy. The lost coin ... helping you make sense of money.

eXtra Information
Specialist Services:

We have a strong ethical focus, built on our Christian faith. Although we are a small local firm we have the backing of a large national firm who continually invest in the latest technology to improve the client experience. Our clients are able to access all their details via a secure website and add and update these at their convenience. This includes the ability to obtain the latest values of any pension and investment plans held. The lost coin has implemented an environmental policy and actively seeks new ways to improve this.

Services Offered:

Holistic financial planning, Retirement planning, Investment planning, Ethical investments, Small Self-administered Schemes, SSAS, Self Invested Personal Pensions, SIPP, Inheritance tax planning, Annual review service, tax efficiency, save money, save tax, environmentally aware, green issues, honest

Awards/Ratings/Associations:

Institute of Financial Planning, Personal Finance Society, Association of Christian Financial Advisers, BNI Corby, Federation of Small Business, Northamptonshire Chamber of Commerce. Positive Solutions (Financial Services) Ltd. is authorised and regulated by the Financial Services Authority. Registered as a Limited Company in England and Wales No. 3276760

Services Offered:

Both

Conveniences Offered:

Free Quotes

Disabled access

Areas Served:

Local area

Business Hours:

Sunday

Monday 8:00 20:00

Tuesday 8:00 20:00

Wednesday 8:00 20:00

Thursday 8:00 20:00

Friday 8:00 20:00

Saturday

Operating Since:

2006

Branches:

1

Keywords:

Engineer Northampton, Ethical Northampton, Retirement Northampton, Pension Northampton, Financial adviser Northampton, Investment Northampton