Welcome to Minton Financial Services Ltd, Independent Financial Advisers in Newcastle-under-Lyme, Staffordshire. We offer independent advice and we are dedicated to helping clients achieve their financial goals and aspirations. All clients are individual and therefore solutions are tailored to their individual needs.
As professional Independent Financial Advisers we have access to the full range of products and services available in the UK, as opposed to a Tied Agent or Company Representative who may only advise and offer products from the company they represent. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will be based on your future needs.
As professional Independent Financial Advisers we have access to the full range of products and services available in the UK, as opposed to a Tied Agent or Company Representative who may only advise and offer products from the company they represent. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will be based on your future needs.
Services
Minton Financial Services was established in 2010, so that we could offer an independent and professional financial planning service based on integrity and one where our clients came first. Our aim is to provide you with unbiased, independent and expert advice that's specifically tailored to your individual needs.
We meet together to discuss your personal circumstances and your current financial situation. We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
Our clients benefit from a free initial consultation, without obligation. At this initial meeting we can discuss your specific financial needs, plans and priorities, and give an indication of how we can help. We offer a range of services to help you meet your personal and financial objectives. The amount we charge and the basis of the payment will depend on the service you choose and your individual circumstances.
Treating Customers Fairly is a core principle of our company and the way we conduct our business. We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you. Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.
From time to time, we would like to contact you about our products and services which we think you might be interested in. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you. Minton Financial Services Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.
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