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Welcome
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Intelligent Financial Planning
Plain and Simple
We understand that the range of financial products can be confusing and at Shape Financial we make it our role to not only identify the right products to meet your needs, but also to explain those products and their benefits to you, in plain simple terms. We have extensive knowledge and expertise of the market place, including:
• Mortgages (including Equity Release)*
• Savings and Investments
• Pensions
• Life cover
• Critical Illness cover
• Income Protection
• Inheritance Tax Planning
• Long-Term Care Planning
• Business Financial Planning including lending
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A meeting with one of our whole of market independent financial advisers will help you to identify your financial objectives. He or she will then help develop plans designed to maximise your financial potential and achieve those objectives.
Identifying your financial objectives and advising you how to achieve them is, of course, only the beginning. Regular communication and ongoing service are essential to ensure that your plans remain on track. At Shape Financial we are committed to the highest possible standards of service making sure you have the relevant information and support when you need it, on your terms.
Authorised and Regulated by the Financial Services Authority, Shape Financial is your local adviser – a trusted partner who can help you achieve your goals. When it comes to making decisions there is no substitute for expert advice.
Our clients can pay for advice by fee or commission.
*YOUR HOME MAY BE REPOSSESED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
The Financial Services Authority does not regulate Taxation Advice and some forms of Mortgages and Loans.
As we are independent you have the choice whether to pay a fee for the mortgage advice we provide. Typical 0.5% of the Mortgage amount.
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Authorised and Regulated by the Financial Services Authority.
Registered in England and Wales No. 6024734. Registered Office: Hamdon House, North Street, Stoke Sub Hamdon, Somerset, TA14 6QP - Salisbury Office: 7 Ivy Street, Salisbury, SP1 2AY
FSA Firm Number: 464921 |
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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
To visit the FSA consumer website - Money Made Clear - please click
here
To verify our status with the FSA, click here and key in our FSA number: 464921
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Hamdon House, North Street, Stoke Sub Hamdon, Somerset, TA14 6QP - Salisbury Office: 7 Ivy Street, Salisbury, SP1 2AY
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