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Home arrow Financial Planning

Independent financial planning


Aligned to complement the services offered by our personal lines division, financial advice is also independent and designed with the singular purpose of finding the right product and provider for you. Whatever your requirements, be it mortgages, pensions, investments, life insurance or any other financial service our dedicated team will provide a service tailored to suit your personal specifications.

Our range of services include:

  • ISA's and Stakeholder Pensions
  • Investing for Income/ Growth
  • Strategic Portfolio Planning
  • Residential and Commercial Mortgages
  • Partnership, Shareholder and Keyman Insurance
  • Individual and Corporate Retirement Planning
  • Personal and Family Cover
  • Critical Illness and Income Protection
  • Inheritance Tax and Estate Planning
  • Long Term Care

Let us help:


First Point Insurance Management is an introducer to RS Financial Solutions.

Tools
Financial Services Enquiries:

Software Downloads:

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Mortgage Calculator
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