Financial House
134B High Street
Pershore
Worcestershire
WR10 1EA

Tel: 01386 550500/556822
Fax: N/A

Planning to Succeed

We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon.

Your needs today could be significantly different to those of the future. Financial planning can provide a means of reducing current tax liabilities as well as enabling you to provide for your future. You may wish to plan for a child's education, or the purchase of a dream home or perhaps for income in your retirement.

No effective financial plan can ignore the effects of outside influences like accidents, long term illness or loss of employment. It is also important to consider the effects on others were you to die.

Our expertise is at your disposal

All our advisers are qualified and look to provide you with professional and impartial advice. We always look to find solutions for your needs that work throughout the many different stages of your life.

Insurance and Investment products differ greatly in areas such as tax treatment, charges or investment returns. We constantly monitor the whole market to ensure you receive advice about the product that best meets your needs.

Chris Dewe - Financial Advisor & Partner
Chris has worked in the industry over 25 years and has been an IFA for over 10 years.
He deals with Investments, Pensions, Protection planning as well as Commercial & Residential Mortgage advice.
He also has dealt with small businesses with Financial planning ranging from Group Pensions, Group Protection to Director & Partnership advice.

Tony Green - Financial Advisor
Tony has been in the industry over 17 years.
Previously worked as a Financial Advisor with a Building Society and worked with Chris prior to that with a Life Company.
Tony is concentrating on Residential Mortgages, individual Protection plans such as Life cover, Critical illness, income Protection, Accident Sickness & Redundancy covers as well as House insurance.

Dave Moss - Financial Advisor
Dave has been in the industry over 17 years.
Previously worked as a Financial Advisor with two Building Society's and worked with Chris prior to that at another IFA.
He also deals with Investments, Pensions, Protection planning as well as Commercial & Residential Mortgage advice.
He can also help small businesses with Financial planning ranging from Group Pensions, Group Protection to Director & Partnership advice.

Sue Stanyer - Financial Advisor
Sue has been in the industry over 17 years.
Previously working as a Financial Advisor with another IFA firm in Worcester and worked with Chris and Dave for a few years at this Company.

Sue is initially concentrating on Residential Mortgages, individual Protection plans such as Life cover, Critical illness, income Protection, Accident Sickness & Redundancy covers as well as House insurance.
She will also be helping with the administration and running of the Pershore offices.

Our Independence

As Independent Financial Advisers, our business has no links or ties to any one product provider. We can access Life Assurance, Pension or Investment products from across the whole marketplace. This means we can choose from amongst 30,000 financial products to provide the best for you.
IFA 4U (Deals with Investment advice on Pensions,Savings & Investments) and Mortgage World 4U (Deals with Mortgage & Insurance advice), are trading styles of Independent Financial Advice 4 You.