Financial Advisor West Yorkshire

Call: 0113 269 3949

• 1st Meeting is Free of Charge
• School & University Fees Planning
• Critical Illness Protection
• Financial Planning
• Mortgages

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If you are looking for your local Financial Advisor West Yorkshire, then speak to Roger Williams MA CFP DipPFS (Investors Planning Associates Ltd) – I will help you with all aspects of your finances.

Areas that I typically advise on include Long Term Financial Care, Financial Planning and Advice, IHT Planning, Investments, Illness Protection, Pensions, Income Protection, Mortgages, Life Insurance, Loans, Retirements Plans, and Equity Release.

The way I carry out my duties is to focus on the customer. I want to deliver truly independent advice that is solely designed for the client. Virtually every provider is looked at for your purposes and all advice is tailored to you and your family’s best interests.

After you make an appointment with me to see your local Financial Advisor West Yorkshire, I will have a meeting and find out as much as possible about your specific circumstances. This meeting is arranged at a time to suit you and can be at my offices or another venue suitable for you.

I look forward to hearing from you and arranging our first appointment.

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	I have read, understood and agree to the Data Protection Declaration: Yes No I agree to further contact as described in Our Future Relationship Yes No Data Protection Declaration Roger Williams will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidental now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts. To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for duration of any contract you may enter into. You have the right to inspect these records at any time. Our Future Relationship Our ongoing business relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage and associated protection product arrangements and introduce other services that may be of interest to you from ourselves or our associated companies. Close information