Slater Financial Ltd

Directors Phil and Debbie Slater have 50 years’ combined industry experience having worked in the financial sector since 1987. Phil is the company’s primary Advisor and recently completed the IFS Diploma in Financial Planning (including Financial Services Regulations and Ethics and Advanced Financial Planning). Since his time as a mortgage and insurance Advisor with a leading High Street bank, Phil became a personal financial Advisor after completing the Certificate for Financial Advisors in 1996 before starting his own IFA company in 2001. He also holds the Certificate in Mortgage Advice and Practice (CEMAP), and is a member of Institute of Financial Services (IFS). Around 6000 face-to-face financial advice meetings over the last 20 years have given him a wealth of experience in dealing with the financial affairs of all sorts of people from members of the royal family, Sports and TV personalities, politicians and lottery winners to 18 year old school leavers, young families and retired couples. Our philosophy We always provide clearly explained, impartial advice geared towards improving your financial affairs, whatever your needs. In an industry that averages around 100,000 complaints per year, we’re proud to have never had a single one – which reflects the way we conduct business with your satisfaction as our primary objective. As a result, many of our clients are referred by existing customers or other professionals such as accountants and solicitors, looking for a quality service for their own clients. So at Slater Financial you can be sure of a personal, warm and friendly approach to this ever more complicated area of our lives, together with a real desire to improve on your existing financial plans and aspirations. Our Services Using the multi award-winning 'True Potential' for our IT and compliance systems, together with an independent firm of fully-qualified Para-planners for our ongoing product research, we offer completely impartial advice on: Investments: • Investment Bonds (New and Existing Bond Appraisals) • OEICS & Unit Trusts (New/Existing Product Appraisals) • Tax Efficient Savings Plans (ISAs, PEP Appraisals & Transfers) • Guaranteed Bonds (Income, Growth, Return of Capital) • Endowment Reviews and Regular Savings Schemes • Offshore Investments • Trustee Investments (New and Existing Trusts reviewed) • National Savings** and Bank** and Building Society Deposits** (best rates) Retirement Plans and Pensions: • Personal, Stakeholder, SIPPS - New and Existing Pension appraisals/Transfers • **SSAS, **Final Salary, **Auto Enrolment/NEST, **Employee benefits/**Final Salary Schemes Retirement Options including • Open Market Option Annuities • Enhanced Annuities • Capped and flexible Drawdown Group Business • Pensions • Pension Transfers • Life • PHI • PMI Tax Planning Inheritance Tax Mitigation: • Trustee Investments (New and Existing Trusts reviewed) • Whole Of Life Insurance • Gift Inter Vivo • Power Of Attorney and Court Of Protection investing Insurances: Life & Critical Illness - (New or Value for Money review) • Term Assurance/Mortgage Protecton - (New or Value for Money review) • Family Income Benefit • Whole Of Life Insurance • Permanent Health Insurance • Private Medical Insurance • **Business Protection and Keyman Insurance • PI Insurance Mortgages & Remortgages • New • 2nd Homes • Buy to Let • Commercial **Equity Release **Business Finance Guidance on Business Banking and obtaining competitive Finance for your business including: • Commercial • Asset Finance • Factoring • Invoice Discounting • Bridging ** Advice can be available through our strategic partners (specialists in these areas).

Address: 9b High Street, Buxton, Derbyshire SK17 6ET, United Kingdom

Phone: +44 1298 212 444
FAX: +44 1298 212 444