Name:
Chequer Financial Services
Address:
14a, Chequer Street
St Albans
Hertfordshire
AL1 3YD
St Albans
Hertfordshire
AL1 3YD
Phone:
0844 805 7276
Fax:
01727 732393
Email:
Website:
Area(s) of Business:
Financial Services & Advice - Independent Financial Advisor
Year Established:
1987
Company:
I am an IFA Partner of Positive Solutions. What this means to my clients is that they have the dual benefits of local, knowledgeable advice, backed by one of the largest IFA organisations in the UK. This means I can tailor my advice and offer products and services in a more effective and efficient manner for all concerned. The common aim of all associated with Positive Solutions is to help clients understand, protect and increase their assets. As part of my service I can arrange an online client website containing your policy details and investments for your information and reference.
Staff:
Positive Solutions have 1400 partners like myself across the country with many specialisations amongst them who can be called on to provide appropriate advice for all clients as and when required.
Areas of Business (Products / Services):
I currently have in excess of 700 clients personally, both private and corporate.
I advise on all types of mortgages, pensions, investments, protection and inheritance tax planning.
I advise on all types of mortgages, pensions, investments, protection and inheritance tax planning.
Fees:
Clients can choose whether to pay a fee or for commission to be paid. There is no initial consultation fee.
Memberships / Accreditations:
Personal Finance Society
Association of Independent Financial Advisers
The Society of Will Writers
Association of Independent Financial Advisers
The Society of Will Writers



