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Financial Planning Union are a trading style of Quilter Financial Planning Solutions Limited, who are authorised and regulated by the Financial Conduct Authority. We have been trading for more than 20 years and the main office is based in Newcastle upon Tyne. Our mortgage broker in the Perth (UK) area is James Irvine, who can offer advice on mortgages and insurance and will refer any financial planning queries to a financial adviser within Quilter Financial Planning Solutions Limited.
James has more than 35 years' experience in the industry and can offer comprehensive mortgage and protection planning to clients in the Perth (UK) area.
Financial Planning Union are a trading style of Quilter Financial Planning Solutions Limited, who are authorised and regulated by the Financial Conduct Authority. We have been trading for more than 20 years and the main office is based in Newcastle upon Tyne. Our mortgage broker in the Perth (UK) area is James Irvine, who can offer advice on mortgages and insurance and will refer any financial planning queries to a financial adviser within Quilter Financial Planning Solutions Limited.
James has more than 35 years' experience in the industry and can offer comprehensive mortgage and protection planning to clients in the Perth (UK) area.
Services
We look to build long-term relationships with our clients to help them create a financial plan that can support their goals over time.
As years pass our circumstances change, we may marry (or divorce), start a family, change job, or go back to college.
By continuing to review our clients' plans & investments and giving our clients advice on their finances over time, we want to ensure that their plans will continue to meet their needs.
Where necessary we can work alongside other professionals to support you, including accountants, solicitors & investment managers, to ensure that you receive professional advice and quality service.
As years pass our circumstances change, we may marry (or divorce), start a family, change job, or go back to college.
By continuing to review our clients' plans & investments and giving our clients advice on their finances over time, we want to ensure that their plans will continue to meet their needs.
Where necessary we can work alongside other professionals to support you, including accountants, solicitors & investment managers, to ensure that you receive professional advice and quality service.
A mortgage is likely to be the single largest transaction most of us make in our working lifetime.
Selecting the most suitable product for your personal needs and circumstances is vital to avoid unnecessary expense that could cost you literally thousands of additional pounds over the term of your loan.
Banks, building societies, and smaller niche lenders are all competing for your business, and offer a variety of interest rate deals and fees to attract borrowers.
We work quickly & efficiently on your behalf to assess the right option for you, leaving you free to get on with your life.
Selecting the most suitable product for your personal needs and circumstances is vital to avoid unnecessary expense that could cost you literally thousands of additional pounds over the term of your loan.
Banks, building societies, and smaller niche lenders are all competing for your business, and offer a variety of interest rate deals and fees to attract borrowers.
We work quickly & efficiently on your behalf to assess the right option for you, leaving you free to get on with your life.
Financial Planning might sound like something for the wealthy, but in reality it is something we should all be doing regardless of our current financial position.
Our mission across Positive Solutions is to use our knowledge and skills to provide you with unbiased financial advice, so that you can face the future with confidence.
We can help you formulate financial plans and strategies, and we work with you to implement the changes required to develop, manage and protect your wealth.
In its most simple sense, financial planning involves working out what is most important to you in your life: your personal goals.
Our mission across Positive Solutions is to use our knowledge and skills to provide you with unbiased financial advice, so that you can face the future with confidence.
We can help you formulate financial plans and strategies, and we work with you to implement the changes required to develop, manage and protect your wealth.
In its most simple sense, financial planning involves working out what is most important to you in your life: your personal goals.
With such a wide variety of options on offer it worth speaking to a Whole of Market Financial Adviser who can ensure you get the right product for your particular needs.
James Irvine, your local mortgage adviser at FPU, can refer any queries you may have to an appropriately qualified financial adviser within Quilter Financial Planning Solutions Limited.
Savings and Investment products are distinct, so it might be helpful to distinguish between the two offerings here.
These products help you provide are for short-term needs and the most common vehicle is a bank account.
James Irvine, your local mortgage adviser at FPU, can refer any queries you may have to an appropriately qualified financial adviser within Quilter Financial Planning Solutions Limited.
Savings and Investment products are distinct, so it might be helpful to distinguish between the two offerings here.
These products help you provide are for short-term needs and the most common vehicle is a bank account.
Maybe you have started a new job recently and want advice on whether to join their pension scheme or get payments made into an existing personal plan.
Or maybe you have built up various pensions over the years as you have moved jobs & your career has developed, and want to see if you can consolidate some or all of them to reduce management fees?
If you are a new business owner, you may be looking to set up a pension scheme for your employees?
We can advise you on the most efficient route and the best provider to suit your requirements.
Or maybe you have built up various pensions over the years as you have moved jobs & your career has developed, and want to see if you can consolidate some or all of them to reduce management fees?
If you are a new business owner, you may be looking to set up a pension scheme for your employees?
We can advise you on the most efficient route and the best provider to suit your requirements.
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