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Innovate Financial Solutions Ltd
       
 
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Additional information
 
Innovate Financial Solutions Ltd
 
 
Overview: 

Innovate Financial Solutions Ltd offers guidance on an extensive range of regulated products and provides its clients with a broad spectrum of advice from a team of qualified, experienced practitioners.

All recommendations are based on a thorough investigation of our clients circumstances and objectives with the resulting advice and recommendations prepared by a specialist in the appropriate field

Innovate Financial Solutions Ltd provides tailored financial advice to both personal and corporate clients.

Innovate Financial Solutions Ltd is not a ‘tied agent’ and offers advice and solutions on a whole of market basis. We offer a range of payment options including fixed fee or hourly rate terms.

Mortgages

First Time Buyers
Home Movers
Re Mortgages
Buy to Let Mortgages
Shared Ownership     

Pensions

Personal Pensions
Corporate Pensions
Annuities
Phased Retirement
Pension Drawdown

Protection

Life Assurance
Critical Illness Insurance
Income Protection
Private Medical Insurance     

Estate Planning

Whole of Life Assurance
Gift & Loan Trusts
Discounted Gift Plans
Wills & Trusts
History: 

Innovate Financial Solutions Ltd was formed by it’s three Directors who are also FCA authorised advisers working in the financial services industry for many years.

Over the last 25 years each Director has developed specialist skills which have been brought together at Innovate Financial Solutions Ltd.

The move to set up the new company in April of 2008 and merge their combined experience was, therefore, a logical step forward.

Innovate Financial Solutions Ltd is fully committed to the FCA principles of Treating Customers Fairly and utilises modern research and technical systems to deliver the most appropriate advice to our clients


 
 
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