Key Financial Partnership
Basic Information:
Name:
Key Financial Partnership
Address:
238a, Milton Road
Cambridge
Cambridgeshire
CB4 1LQ
Cambridge
Cambridgeshire
CB4 1LQ
Phone:
0844 803 3964
Fax:
08715 227285
Email:
Website:
Area(s) of Business:
Financial Services & Advice - Independent Financial Advisor
Year Established:
2001
Company:
Key Financial Partnership was established by seven partners. KFP have over 80 years experience within the financial services industry, operating from locations throughout Cambridgeshire. KFP provide a comprehensive professional service at all times.
Staff:
The office in Cambridge is the base for Nicholas Torrens.
Areas of Business (Products / Services):
In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.
Assisting our clients to plan for their futures normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years.
We specialise in
- Protection,
- Retirement Planning,
- Investment,
- Mortgages,
- Re-mortgages and
- Equity Release.
Assisting our clients to plan for their futures normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years.
We specialise in
- Protection,
- Retirement Planning,
- Investment,
- Mortgages,
- Re-mortgages and
- Equity Release.
Fees:
We offer a free consultation, of up to an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
We operate a flexible range of options which include fees: by the hour or as a fixed price, commission or a combination.
We operate a flexible range of options which include fees: by the hour or as a fixed price, commission or a combination.
Memberships / Accreditations:
Member of The Personal Finance Society (PFS)
Chartered Insurance Institute (Cii) - Financial Planning Certificate gained 1996
Cii - SV1 - 2005
Lifetime Mortgage 2005
CeMAP, CF9 and ER1
Chartered Insurance Institute (Cii) - Financial Planning Certificate gained 1996
Cii - SV1 - 2005
Lifetime Mortgage 2005
CeMAP, CF9 and ER1
