PLS Financial Services Ltd
Initial consultation free
Independent
We are Independent Financial Planners providing bespoke advice for Individuals, Businesses and Trustees. Your success is our success. Charles, Georgia and Shane have many years of experience helping clients achieve their goals.
We can advise you on
Clients
helped
70helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£50k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Charles Rickards FPFS, Certs CII(MP & ER)
Chartered Financial Planner
MISS Georgia Rickards Dip PFS Certs CII (MP & ER)
Financial Planner
Mr Shane Finbow Certs CII (MP)
Mortgage and Protection Adviser
What our clients say
ma
Mr and Mrs Marshall
Charles has looked after our pensions and investments for the past 9 years. He explains things in easy to understand terms and has helped us to increase the value of our investments and pension to...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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