Independent Financial Adviser (IFA) in Durham. Wealth management, investment, school fee and retirement planning, life assurance, SIPP and income protection
http://financialdimensions.co.uk/
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Financial Dimensions - Financial Dimensions | financialdimensions.co.uk Reviews
https://financialdimensions.co.uk
Independent Financial Adviser (IFA) in Durham. Wealth management, investment, school fee and retirement planning, life assurance, SIPP and income protection
financialdimensions.co.uk
Financial Dimensions - Independent Financial Adviser (IFA) in Durham. Wealthmanagement, investment planning, life assurance, SIPP, school feeplanning, retirement planning, income protection, commercial mortgagesfrom Financial Dimensions (UK) Ltd.
http://www.financialdimensions.co.uk/about.html
Content on this page requires a newer version of Adobe Flash Player. About Financial Dimensions UK Limited. Fari Serajian DipFA, CertPFS, CeMAP, MDRT. Is the Managing Director of Financial Dimension UK Ltd; a family business, and has worked in the financial services industry since 1985. He is a Member of The Institute of Financial Services by Certificate (DipFA), has the Certificate in Mortgage Advice and Practice (CeMAP. And is a member of the Million Dollar Round Table. Financial Dimensions value their...
Financial Dimensions - Independent Financial Adviser (IFA) in Durham. Wealthmanagement, investment planning, life assurance, SIPP, school feeplanning, retirement planning, income protection, commercial mortgagesfrom Financial Dimensions (UK) Ltd.
http://www.financialdimensions.co.uk/find_us.html
Content on this page requires a newer version of Adobe Flash Player. Finding Financial Dimensions UK Limited. Telephone: 01388 818 166. Ample car parking is available at the offices of Financial Dimensions. Please use Multimap.com. For a map of the area. Financial Dimensions is conveniently situated in Tudhoe, just 4 miles south of Durham City. Our offices are just off the main road, between Croxdale and Tudhoe. Sunderland - 4 Admiral Way, Doxford International Business Park, Sunderland SR3 3XW.
Investment Planning Enquiry
http://www.financialdimensions.co.uk/enq_form_3.html
What level of cover do you require? How much can you spend on cover each month? What is the desired term of cover? Or until I am. Do you require level or decreasing benefit? Would this be used to cover a mortgage? Would you like to add any additional benefits, for example critical illness cover? If yes, an adviser will contact you to discuss this further). Have you smoked or used any tobacco products in the last 12 months. When should we call you?
Investment Planning Enquiry
http://www.financialdimensions.co.uk/enq_form_1.html
What type of investment advice do you seek? New Lump Sum Investment. New Regular Premium Investment. Review my existing portfolio. Review my portfolio and make a new investment. What do you want from your investment? Income and capital growth. What is the value of your current portfolio? What is the value of your intended new investment? What is your current annual income? 10,000- 30,000. 30,000- 50,000. 50,000- 100,000. Are you looking to mitigate Inheritance Tax liability? When should we call you?
Investment Planning Enquiry
http://www.financialdimensions.co.uk/enq_form_2.html
What type of retirement planning advice do you seek? Value my existing pension arrangements. Advice on impact of pension changes. Add to my existing arrangements. Tick the boxes that apply to you :. I have no current pension arrangements. I am currently in a company pension. I have a personal pension. I have a free standing AVC. I have one or more pensions from past employers. In todays terms, how much income do you think you will need in retirement? What is your current income? 10,000- 25,000.
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Financial Dimensions - Financial Dimensions
Financial Dimensions UK Limited. A fee based independent financial advisory firm, dealing with both corporate and high net worth individuals. Financial Dimensions UK Limited. Is a fee based independent Financial advisory firm. Dealing with both corporate and high net worth individuals. We create powerful lifetime forecasts to assess whether you will have sufficient cash to live the life you have worked for. Our Wealth Management Process. 1) The Lifeline Process. 2) The Lifeline Discovery. This process wi...
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