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Closer Financial Partners

Independent Financial Advice

Call us today on 01227 643050

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Want honest & clear advice on savings & investments?

Let our advisers talk through the best options for you.

Saving & Investments

Will you have enough income in retirement?

Let our advisers talk through the best options for you.

Pensions

Are you and your family fully protected?

Let our advisers talk through the best options for you.

Protection

Need help finding a mortgage that's right for you?

Let our advisers talk through the best options for you.

Mortgages

Are you paying too much tax?

Let our advisers talk through the best options for you.

Tax

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Our focus is you, always.

Closer Financial Partners aim is simple, to exceed our clients expectations. We will give honest, straight talking financial advice that is not only of high quality but also personal to each client. With many of the high street banks seemingly losing interest in providing this service, we are passionate about helping clients through all aspects of their financial planning. We're here to help, every step of the way!

Our initial consultation will be at our expense and at a place of your choice...

  • The Money Advice Service
  • The Pensions Advisory Service

What we offer you:

  • Independent Financial Advice
  • An initial consultation at our expense
  • Personal review service
  • Reliable straight talking advice
  • 60 years industry experience
  • Savings & Investments

    Whether it's your existing holdings or you wish to discuss something new, we can guide you through your options and be with you every step of the way.

    The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

  • Retirement Planning

    Maintaining your existing standard of living in retirement is most peoples goal. Whether you are yet to start planning, have some plans in place or retirement is fast approaching, we can offer suitable advice individual to you.

    The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

  • Protection

    Ensuring you and your family are fully protected is essential to help you plan for the unexpected. We can help identify which areas need addressing and give you advice tailored to your circumstances.

  • Mortgages

    We can help you find a mortgage and are able to give guidance to first time buyers or those that are moving, as well as advice on buy to let and commercial mortgages.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

Independent Financial Advice   Call us today on 01227 643050