Pebble Financial Services

Bespoke, Lifetime Financial Planning

Our mission statement is simple: ‘To always act in the very best interests of our clients and to provide a professional, clear and friendly advisory service’.

Our role

Pebble Independent Financial Services Ltd are ‘whole of market’ advisers.

Our objective is to provide a highly personal, bespoke financial planning service to both existing and new clients who appreciate building a trusted and valued relationship throughout their lives.

We fully adopt the Financial Services Authority’s approach to ‘Treating Customers Fairly’ and this is an integral process of the way we transact our business.

Pebble Financial promises and Pebble Financial delivers.

A trusted and established company

Pebble Financial was formed in 2006 by Managing Director Jason Finch who was a Director of a firm of IFA’s in London for the previous 10 years.

Our team of Independent Financial Advisers boasts over 60 years of combined relevant financial services experience.

Professional qualifications

Each of our advisers are fully qualified to provide whole of market advice on all aspects of financial planning.

We all are striving towards advanced qualification levels in line with the FSA’s requirements by the end of 2012.

We follow strict codes of conduct and hold a full suite of various licences, insurances and qualifications to ensure clients remain fully protected at all times.

Our proposition

As ‘whole of market’ Independent Financial Advisers, we cover all aspects of a client’s personal and corporate financial planning needs with a holistic approach, including pension planning, protection, mortgages, investments, savings etc.

‘Whole of market’ means we are not tied to one single provider or building society which would limit the choice to only one suite of products and funds.

We research the entire market-place before making any recommendations and we are happy to work on either a commission or fee based basis.

Our services

In our experience, many people have had a ‘bits and pieces’ approach to their financial planning, often with little or no ‘joined up thinking’. All too often existing arrangements have been sold to them with insufficient clarity or purpose.

We offer a truly holistic approach covering all aspects of financial planning with a view to structuring a personalised and tailored plan.

Remember that all of your financial decisions are interrelated, and only by consolidating all your planning under one roof, can you really gain control of knowing that everything is being taken into account in a meaningful way.

Financial planning is a dynamic and ever evolving process. Your financial goals will change throughout life due to changes in circumstances such as birth, marriage, inheritance, death, house move etc. Pebble Financial works alongside you to revise your plans to reflect these changes in order to ensure your shorter and longer term goals are achieved.

How to contact us

Located in prestigious offices in the Adur Business Centre, Ropetackle development in Shoreham High Street, we are pleased to welcome clients to our offices as well as offer home visits for consultations.

Please telephone or email us if you would like more specific information about our services.

We are happy to make an appointment for you to meet either at our offices, your home or place of work for an initial consultation without any obligation or charge. You are assured of a friendly and highly personal service.

Pebble Independent Financial Services Ltd Adur Business Centre, Little High Street, Shoreham by Sea, West Sussex, BN43 5EG Tel: 01273 467535 Fax: 01273 467537 Email: info@pebble-financial.co.uk Web: www.pebble-financial.co.uk Pebble Financial Services Ltd an appointed representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Services Authority.