| About Us |
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| Financially Prudent is an Independent Financial Adviser (IFA). We are totally independent and are not tied to any product provider. This means that we are able to review the entire breadth of the market when advising our clients on which products and services to address their identified needs.We also have access to a limited range of insurers for general insurance products such as Home insurance or Accident, Sickness & Unemployment cover. |
We are a small firm delivering tailored services to private individuals and corporate clients. We aim to build long-term working relationships with our clients and to offer support as their financial priorities change as they move through life or as their business develops. |
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A message from Paul Pearce, Managing Director of Financially Prudent:
"My company was established with the aim of helping our clients maximise their financial opportunities.
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There are so many products in the savings, pensions, mortgages and insurance markets and so many different providers with so many different agendas that all too often this bewildering amount of information means we avoid these areas entirely - or just look to do the bare minimum. In so doing, we risk ignoring extremely important personal insurance matters and missing out on valuable savings and investment opportunities. We may also allow ourselves to be exploited for others gain and not our own.
My goal is to bring some clarity to these matters and to work with you to reveal your goals, to help you prioritise them and then to identify the best products and services to help you reach these objectives.
I look forward to working with you."
Financially Prudent is registered under the Data Protection Act.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
The Financial Conduct Authority does not regulate all forms of the products and services that we offer. For example most forms of Buy to Let mortgages are not currently regulated products.
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