Committed to Your Financial Well-Being
At Linkage Financial Solutions, we are committed to putting your financial well-being first. With honesty, integrity, and transparency at the core of everything we do, you can trust us to always act in your best interests and provide you with the highest level of service and support.
As an independent financial and mortgage advisory firm based in Beverley, we are not tied to any particular provider and can advise you on products from across the whole market.
We will always take a rounded view of the options, considering factors such as charges, customer service, product provider and financial resilience.
This means we will offer the most suitable solutions for your individual and business needs and circumstances.
Our success depends on building successful long term relationships with clients. Honesty, integrity, impartial, 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 and relationships.
Our business model centres on highly structured technology-based processes. This enables us to deliver a highly streamlined cost-efficient service proposition for all our clients.
Because we are backed by an experienced and knowledgeable team of financial planning and it specialists by a national network called 2plan, our customers can enjoy complete peace of mind – safe in the knowledge that you have industry-leading expertise working for you. 2plan have bulletproof processes and compliance and conduct are always at the fore of their practice.
As Financial & Mortgage Advisers, our success depends on building successful long term relationships with clients.
Honesty, integrity, good service, 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 an Independent Financial Adviser 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 I will offer the most suitable solutions for your individual needs and circumstances.
Types of financial advisers
Financial advisers look at your personal circumstances and your financial plans and recommend products to help you meet your needs.
There are two types of financial advisers:
Independent financial advisers (IFAs) give unbiased advice about the whole range of financial products from all the different companies available (Like us)
Restricted advisers give advice on a limited range of products. They may specialise in one area, for example pensions, or they may only offer advice on products offered by a limited number of companies.
It's usually best to get independent financial advice so that you can look at the widest range of advice and products available.
Our Guiding Principles
- Best advice: providing you with products and services suitable for your needs
- Great service: prompt, reliable, friendly, always centred around you
- Clear, open communication: so you always know where you stand
- Good information: honest, accurate, timely and relevant
- Continual improvement: enhancing and updating our service to you
- Quality control: identifying failings and putting them right
- Checking and monitoring: reviewing information, tracking process
Contact
Transform Your Financial Future and speak with an Idependent Adviser
