Empowering Your Financial Journey

At Linkage Financial Solutions our mission is simple:

To empower individuals and businesses to achieve their financial goals with confidence. We strive to provide expert guidance, personalised solutions, and unwavering support, ensuring that our clients can navigate the complexities of finance with ease.

Our services

We offer a wide range of services & products

We offer a wide range of services & products

Pension & Retirement Income (Planning & Reviews)

Retirement planning is a crucial aspect of financial management, and at Linkage Financial Solutions, we understand its significance.  Our …
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Sustainable Investments

Sustainable investing can use different methodologies and may be referred to as: Environmental, social, and governance (ESG) investing
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Investments (ISA's, onshore & offshore Bonds, VCT'S & …

Planning for tomorrow starts today with our investment and service. We work closely with you to develop bespoke investment strategies …
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Wealth Management

Managing your wealth effectively requires a comprehensive and personalised approach that takes into account your unique goals, …
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Trusts, Asset Protection, & Inheritance Tax

Protecting your assets and ensuring your legacy for future generations is a complex but essential aspect of financial planning.  At …
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Personal Injury & Safeguarding Vulnerable People

At Linkage Financial Solutions, we understand the importance of trusts for vulnerable beneficiaries.  A trust is a legal arrangement that …
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Mortgages, Residential, BTL & Commercial

At Linkage Financial Solutions, We are Whole of Mortgages Advisers, based in Beverley, Hull. We specialise in providing whole of market …
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Equity Release & Lifetime Mortgages

A lifetime mortgage is a mortgage taken out on a property that does not have to be repaid until the borrower dies or needs to go into …
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Life & Critical illness, Income Protection & Key Person …

Life and income protection are essential aspects of financial planning, and at Linkage Financial Solutions, we understand their …
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Empowering Your Financial Journey

At Linkage Financial Solutions, our mission is simple: To empower individuals and businesses to achieve their financial goals with …
Learn more

Our Process

As financial and mortgage advisers, our success depends on building successful, long-term relationships with clients. Honesty, integrity, good service, and going the extra mile—these are the things we believe matter to you, and these are the guiding principles that underpin our approach to business.

As independent financial advisors, we are not tied to any particular provider and can advise you on products from across the whole market. I will always take a rounded view of the options, considering factors such as charges, customer service and financial resilience. 

This means we will offer the most suitable solutions for your individual needs and circumstances.

Fees

Fair Value Commitment

At Linkage Financial Solutions, “fair value” isn’t just a regulatory term. It’s the standard we hold ourselves to across every product, fund, and service we offer.

The Financial Conduct Authority’s Consumer Duty places fair value at the heart of financial advice. That means it’s not just the products and funds we recommend that must meet this benchmark, our advice fees and ongoing services do too. And rightly so.

We’ve created formal Fair Value Statements for our services, ensuring transparency and consistency.

Behind the scenes, we carefully monitor providers and fund managers to ensure their offerings are fair value. If a product doesn’t meet the mark, it’s removed from our recommendation list.

As of today, every product and fund we use meets the fair value standard.

💬 Our Advice Fees

We tailor every plan to your unique goals, so our fees vary accordingly. But here’s what you can always count on:

Your initial conversations with us are at no cost.
This gives us time to understand your needs before putting a price on anything.

Fees are agreed in advance, never after the fact.
We’ll walk you through every option, ensuring it aligns with your budget and plan.

You choose how to pay. Either from transferred plans or a personal account.
We’ll help you find the most cost-efficient method, with no hidden extras.

Most fees are paid monthly from your investments, keeping things simple and manageable.

And no matter what decision you make, talking to us is always free. If you're unsure or have a concern, we’re here to listen without any pressure or cost.

Testimonials