Sefton Financial Advice Bureau Ltd

We are an Independent Financial Adviser directly authorised and regulated by the Financial Conduct Authority. We are based in Formby and provide financial advice to clients in the North Merseyside area. We are authorised and regulated to advise our clients in the following areas: Pensions, Investments, Life and Income Protection. Pensions We offer advice and guidance on Personal Pensions, Stakeholder Pensions, Retirement Annuity Contracts, Free Standing AVCs, Company Pensions, Executive Pensions, SIPPs and Pension Annuities. We will analyse your existing arrangements and make recommendations to cover potential income shortfalls when you retire. On retirement we can use the Open Market Option facility to find the best annuity rates available or research Enhanced Annuities if you have a medical condition. Investments Investments ISAs, Unit Trusts, Investment Bonds, OIECs and Funding for Education. Whether you are investing for Growth or for Income, we will complete your Personal Risk Profile and ensure that both your existing plans and any new plans recommended, match you attitude towards investment risk. We will give regular updates to ensure you are fully informed on the progress of your investments. Protection Such As :Term Assurance, Family Income Benefit, Critical Illness Cover, Private Medical Insurance, Income Protection and Mortgage Protection Cover . We will study your existing plans and assess your protection needs. We will find plans, with financially strong companies, that offer the cover you need, over the time required, at the most competitive price.

Address: 1 Edenhurst Drive, Formby, Merseyside L37 2LH, United Kingdom

Phone: +44 1704 834 700
FAX: