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The Forgotten Lessons
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About us
Financial Profiles Ltd have been providing financial advice to both private and corporate clients since 1990. We are directly authorised by the FSA under 432431 as Independent Financial Advisers. Many of our new clients are recommended to us by existing clients or other professional connections. Our advisers have a wealth of experience across all areas of financial planning. We pride ourselves in speaking to our clients, using jargon free language. We offer all new clients an initial meeting without charge or obligation in their home or office or at our offices if more convenient. The purpose of this meeting will help us to discuss and identify their needs. We can work for clients on a fee or commission basis or a combination of both and this will be outlined during our first meeting.
Reviews
Michelle Smith
11 months ago
Superb advice and support from Caroline regarding the end of a fixed interest rate period and a shocking rise in my mortgage payments. Caroline was very informative, sympathetic and knowledgeable and I was so impressed with her customer approach. She sent me relevant information quickly and definitely delivered a great service. Would not hesitate to recommend.
Andrew Kuttner
a year ago
Inappropriate management of my pension portfolio at the start of the Covid period resulted in a loss of over £30,000 with absolutely no attempt to accept any responsibility. Since 'sacking' Fish, I have dealt directly with Standard Life, who have been very helpful; my portfolio has performed well despite being invested with a very low risk strategy and without me having to pay over 1% for the privilege!
Rosie Wyatt
4 years ago
In the midst of Covid and an impending house move, securing a mortgage was proving difficult. I contacted Financial Profiles, and initially spoke to Marc, and consequently to Caroline, both were incredibly helpful and supportive. Caroline was able to find a mortgage to suit, during the entire process she was patient and professional. I would thoroughly recommend FP for financial needs. Thank you!
G M
5 years ago
Looking for a first class mortgage broker, then look no further....the team at financial profiles are superb.
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Stramaa disclaimer
While Stramaa endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the advisor you choose is appropriate and regulated for the business you are transacting. Any decision to transact business is made by you on the basis of your own enquiries. To check that an advisor is regulated, you can contact the relevant regulatory body.
