Friendly and approachable

Here are just some of the areas we cover:

  • Mortgages
  • Pensions
  • Protection
  • Long Term Care
  • Savings and Investments
  • Equity Release

Whatever your plans are for the future – providing for your family, securing your retirement or passing your wealth to future generations – we can help you find the right solutions for your needs. Our clients enjoy working in close partnership with us, and value our genuine interest in helping them achieve their financial goals.

Want to know more?

To find out more, please call us on 01265 252108 or email us at rob.patten@individualfs.co.uk

Get in touch