We Support Your Financial Interest

Plantation Financial Services will endeavour to arrange the right cover for our clients financial protection needs, this includes, critical illness cover, mortgage protection, income protection and general and life insurance. We will go to our panel of insurance providers for the best possible quote for you.
How Can We Help?

At Plantation Financial Services, our advisers will treat your financial affairs with the strictest of confidentiality and professionalism. We prioritise and simplify the process so you things are clearer and easy for you to understand.

Our desire is to be your “go to” people for all the major financial decisions throughout your life. We want you to trust our professionalism as much as you would your doctor or solicitor.

Our aim is to work with you to help you meet those goals and to review & advise you on a regular basis. These are your savings and they’ll need to serve your needs later (but now is the time to start).

We want to be there through life’s journey to continue to help you make the best financial choices up to and beyond your retirement.

The value of pensions can fall as well as rise. You may get back less than you invested.

Financial Experts Ready to Help

Our financial advisors are trained and qualified to provide tailored financial solutions based on your specific needs. Whether you want to grow your pension pot or invest extra funds, we’re here to ensure your money is managed wisely.

We live by our values – they represent our philosophy and how we perform for our clients. Our history and experience is vital to how we support our clients, however our values and dedication set us apart from other firms.

When you’re looking for solutions to grow your money based on your attitude to risk, expected rewards and goals for the future, speak to Plantation Financial Services.

What Can We Do For You?

Our experienced financial advisors offer a wide range of financial solutions which are tailored to your needs. We get to know you before recommending financial solutions. We like to know what your long term objectives are, where you see yourself in your retirement years and then determine how we can help you make that happen.

Through managing your money wisely, we can help you meet your financial goals. This may be via investment opportunities, pension transfers or by protecting your income through insurance policies.

Transferring out of a final salary pension is unlikely to be in the best interest of most people.

The value of investments can fall as well as rise, you may get back less than you invested.

Initial Meeting

At our initial meeting we’ll get to know you and what you wish to achieve. This will help us to assess your financial objectives and understand how best to help you reach your target.

Research & Planning

Our trained and qualified financial advisors will then take the time to review the options available to you with a broad analysis of the financial services market to ensure the solutions on offer suit your needs.

Delivery & Evaluation

We will then present to you our recommendations in the form of an extensive document we refer to as the suitability letter. At this point you make a decision and we then implement your request and commence our processing. We will see you at least once a year as part of our ongoing service however you are more than welcome to visit our offices and meet with one of our advisors at any point throughout the year.