Background to First Service Financial
The business name came about from a determination of what we ere trying to achieve. First implies an ambition to be in the premier league, Service is what this business is all about, and Financial is what we do. Add to this, Jon’s other role as an LTA Umpire, and the temptation to incorporate "First Service" was too strong!
Our services range from specialist advice offered to plc businesses, through the management of employee benefit packages for small businesses, to individual financial planning. The latter includes investment, pensions, and mortgage advice to private clients, members of the armed services, and clients introduced by our partners in the legal and accounting professions.
The development of technology in the Financial Services sector has enabled tremendous changes in the ability of the individual adviser to research, monitor, and communicate with fund managers and providers of pensions, investment, mortgage and insurance products. An effective "back-office" system, incorporating the best available research tools, results in far fewer delays and less time spent on administration and unproductive activity.
As a small business, with the right strategic partners, it is possible to achieve that objective cost-effectively, to enable the highest level of service to our clients. You should have personal access to the principal of the business, Jonathan Plant, and an undertaking that every query, problem or request will be actioned within 24 hours.
Best Advice
As independent financial advisers, First Service Financial exercise due care and diligence by selecting the most appropriate company and product to meet your personal and financial circumstances and your attitude to risk.
Our choice is made from the market place as a whole, using specialist research software to analyse charges, performance, financial strength and product features to determine which products are most appropriate for your particular situation.
We are a member of AIFA (The Association of Indepemdent Financial Advisers) and IFA Promotion, whose logo you will recognise as an organisation whose primary objective is to promote the value of professional Independent Financial Advice. We are also members of SIIAP (www.siiap.org) , a specialist trade organisation concerned with the provision of Independent Financial advice to the Armed Forces.