|
FPU are a Perth (UK) based firm of independent financial advisors & mortgage brokers who have been trading for over 11 years. The partners, James Irvine and David Watson, have combined experience of over 35 years of advising clients on their financial planning.
We offer a comprehensive financial planning service for all your investment & protection needs:
Retirement Planning
When do you want to retire? How much income will you need?
Life Assurance
How much cash would your family need if you were to die prematurely?
Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?
Mortgages
Do you want to reduce your current mortgage outlays or are you moving home?
Trusts & Estate Planning
Have you made a will, and if applicable made provision to minimise any Inheritance Tax due on your death?
Financial Planning Union is a trading style of Positive Solutions (Financial Services) Limited
Registered Office: Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY. T: 0871 700 1111 F: 0871 700 0010 www.thinkpositive.com
Positive Solutions (Financial Services) Limited is authorised and regulated by the Financial Services Authority. Registered in England and Wales, No 3276760
|
