Paterson Financial Planning offers specialist Financial Advice and Financial Planning across the UK for individuals and businesses since 2004. Since then we have remained committed to a single proposition: To provide our clients with a consistently high level of service and expertise.
Contacting Paterson Financial Planning for a free initial consultation is the first step towards achieving your financial goals whether commercial or private. Managing corporate and private financial security has never been more important.
Over the last few years Paterson Financial Planning has organically grown into an advisory practice of enviable repute. With the fair treatment of clients underpinning our business, we do not discriminate and thus offer quality personal service across the board and in doing so help clients reach an informed decision on matters of a core or specialist nature from the whole of the market place. We are regularly asked for our input into the trade press and national newspapers reflecting our knowledge across many areas of the financial services industry.
At Paterson Financial Planning excellent service, quality independent advice and the fair treatment of all of our clients are our main priorities. We would welcome any feedback you may have on our service and would encourage you email your comments to admin@patersonfp.co.uk with 'testimonial' as the heading.
Adviser:
Damien Paterson DipPFS
20 years industry experience
Qualifications:
- Diploma in Financial Planning (CII)
- Financial Planning Certificate (CII)
- G60 - Pensions (CII)
- J05 - Pension Income Options (CII)
- J04 - Pension Funding Options (CII)
- CF8 - Certificate in Financial Planning and Long-Term Care Insurance (CII)
- CeMAP - Certificate in Mortgage Advice and Practice (IFS)
- CeRER - Certificate in Regulated Equity Release (IFS)
Member of the Personal Finance Society and the Chartered Insurance Institute