Innovate Finanical Solutions Ltd

Services

Investments

Investing for Growth
Investing for Income
Planning for Long Term Care
Tax Efficient Investment
Holistic Investment Strategies

Pensions

Personal Pensions
Corporate Pensions
Annuities
Phased Retirement
Flexible Access Drawdown

Protection

Life Assurance
Critical Illness Insurance
Income Protection
Private Medical Insurance

Estate Planning

Whole of Life Assurance
Gift & Loan Trusts
Discounted Gift Plans
Wills & Trusts

Useful Links

www.moneyadviceservice.org.uk
www.fsa.gov.uk/register/home.do
www.pensionwise.gov.uk

Downloads

Client Agreement (PDF document)
Client Agreement Fee Chart (PDF document)

Key Facts, About Our Services (PDF document)
Our Latest Newsletter (PDF document)

Get in touch

21 Coggeshall Road, Braintree, Essex, CM7 9DB.

Office Hours: Monday to Friday 09:00 to 17:00 (closed lunchtime 12:30 to 13:30)

Phone: 01621 854402
Email: info@innovatefs.co.uk

Map/directions: click here

© 2015 Innovate Finanical Solutions Ltd | Data Protection Statement | Privacy Notice | website by designfolk

Innovate Financial Solutions Ltd is registered in England No 5873947, registered Office: 4a Lodge Court, Lodge Lane, Langham, Colchester, Essex, CO4 5NE

Innovate Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority No 479621. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

In the event of a dispute you have the right to refer to The Financial Ombudsman Service (FOS). The FOS is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website at www.financilal-ombudsman.org.uk.