Pebble Independent Financial Services Ltd was established in 2006 by Jason Finch. Jason Finch has 20 years experience in Financial Services and has been a fully qualified IFA for over 14 years and the...
Pebble Independent Financial Services Ltd was established in 2006 by Jason Finch. Jason Finch has 20 years experience in Financial Services and has been a fully qualified IFA for over 14 years and the company can boast over 50 years combined industry experience. As 'whole of market' Independent Financial Advisers, we cover all aspects of your personal (as well as corporate) financial planning needs with a holistic approach, such as pension planning, protection, mortgages, investments, savings etc. We research the entire market-place before making any recommendations and we are happy to work on either a commission or fee based basis. We offer our clients a professional, efficient and friendly service. We embrace advances in new technology to ensure we are up to date with the latest working practices and procedures and run an entirely ‘paperless' office environment, encouraging the use of ‘e services' and electronic trading as much as possible. We offer our clients secure access to login via our website to access their records, documentation, obtain valuations on their holdings along with many other ‘on-line' services. In addition to financial planning we are pleased to offer advice and recommendations on general insurances such as buildings & contents insurance. Located in brand new offices on Shoreham beach, we are pleased to welcome clients to our offices as well as offer home visits for consultations.
Founded Year
2006
Organization Website
pebble-financial.co.uk
Organization Languages
English
Current Technologies
asp net
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microsoft-iis
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Job Functions
Finance
portfolio planning
general insurance
inheritance tax planning
estate planning
individual & corporate
protection
wealth management
retirement planning pre retirement & at retirement