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Services - Financial Dimensions UK Limited

Services for Companies

Services for Individuals

  • Corporate Financial Planning
  • Corporate Retirement Planning
  • Corporate Protection
  • Share Holder Protection
  • Business Will
  • Commercial Mortgages
  • Exit Strategy
  • Corporate Consolidation
  • SIPP
  • SASS
  • Wealth Management
  • Investment Planning
  • Protection (Life assurance)
  • Retirement Planning
  • Mortgages
  • Income Protection
  • School Fee Planning

The service provided by Financial Dimensions UK Limited falls into two parts: -

  1. A personal Financial Planning Service.
    This involves an examination of your needs and objectives by conducting a review of your financial position and future plans. This may highlight areas of financial planning where a need / shortfall exists which, when compared to your objectives, you may wish to address immediately or defer discussion to a later date.

  2. Research.
    In order to meet your objectives, where a need for any type of product is identified, research is undertaken on your behalf and a company recommendation made that will provide a product best suited to your needs. Once a recommendation is made, the specific reasons for selecting the product type and the product provider are clearly stated.

Advice is not available via this website as each case is treated individually. Please contact Financial Dimensions who will be happy to provide advice on a one-to-one basis.