Anlimar Limited

Our purpose is to promote the financial well-being of our clients, their families and their businesses, through innovative use of investments, pensions and protection. Anlimar Limited offer a number of service propositions for all aspects of financial planning and independent financial advice. Should you require assistance in establishing your financial requirements we will be happy to assist you. We have been providing independent financial advice to UK clients for nearly 12 years. The core of our business is currently focused in the South West, but our advisers are able to serve clients based further afield. Our financial advice service is adapted to provide appropriate solutions for people of all ages at every stage of their life. Our clients appreciate that we are able to help them throughout their lives and building relationships and trust is why our clients continue to pass on our details to friends and family. At Anlimar we pride ourselves in offering unbiased independent financial advice to both corporate and individual clients, and are happy to do so at our offices in Penzance, your place of work, or in the comfort of your own home. All of our initial meetings are free of cost; this enables us to discuss your needs in depth and ensures our service is highly valuable for you. So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future. What we do Over the years Anlimar has established a notable reputation for professional, personal and corporate advice. Being truly independent, we are able to provide recommendations from the whole of the market. More importantly, we offer what we feel is a unique approach to advising individuals on their financial affairs as the cornerstone of our personal advice service. This is known as Holistic Financial Planning and is distinct from the traditional way of providing financial advice which may be referred to as a Transactional model. As such we regard ourselves as Fee-Based Financial Planners and are a service led organisation. Our clients Anlimar Ltd are 'WHOLE OF MARKET' Independent Financial Advisers, authorised by the Financial Conduct Authority. We advise and recommend upon all aspects of your financial planning to: Private individual clients Corporate clients Trustees We appreciate that the needs of each client can differ vastly and we are confident we can (and continue to) meet the expectations of the inexperienced to discerning investment/finance professionals; subsequently our advice is tailor-made to each situation and led by you the client whether the appropriate strategy is one of wealth creation or of wealth preservation. Our staff The company ethos is to work as a partnership and ensure that each client receives advice from the most appropriate member of the team. As such we have specific areas the advisers like to advise on or specialise in, often backed up by a further relevant qualification. Our efficient and experienced support staff are professional, friendly and focused on ensuring a professional service is maintained at all times. Our reputation for quality is achieved by a comprehensive yet clear and transparent service proposition, continuous education, excellent service standards and the use of the latest relevant technology to assist the process. We believe it is important to do what we do well and not to get involved in areas that are outside our remit or would dilute our expertise. As such we have established, over the years, some excellent relationships with other professional third parties to help meet the diverse needs of our clients.

Address: 2nd Floor, Branwells Mill, Penzance, Cornwall TR18 2LQ, United Kingdom

Phone: +44 1736 367 763
FAX: +44 1736 365 525