Lucas Financial Services

Dalrymple Street 150
Girvan, Ayrshire
KA26 9BQ

Since 2005

Contact
01465 712722 - or - Email

Business started October 2005.

Prior to Lucas Financial Services I worked as a Financial Advisor for CIS Insurance for 6.5 years.

Have around 1100 private clients who range from just house insurance right through to complete financial advising .

Have a few selected corporate clients.

When I go to see a client, I explain the process of purchasing a home, we arrange a survey, lawyers, mortgage, and relevant insurances. All you have to do is give me 2 hours of your time, the correct documents and sign the paperwork and finally visit the lawyers to sign for the property.

Services

Financial Services & Advice - Independent Financial Advisor
Financial Services & Advice - Independent Financial Advisor

Staff

Scott John Lucas directly authorised to the Financial Services Authority 515370

Financial Planning Certificate 1,2,3
CF6 Mortgage Advice
CF7 Lifetime Mortgages

Memberships

FSA Registration 515370
CII Member
Financial Planning Certificate 1,2,3
CF6 Mortgage Advice
CF7 Lifetime Mortgages

Area of Business

We cover all aspects of financial planning including:

Mortgages Home Insurance
Life Insurance Critical Illness
Accident, Sickness, Unemployment cover
Pensions
Investments/Savings regular or lump sums (ISA, Bonds)
Children's Investments

Fees

We do not charge a fee for our services as we receive a commission from the mortgage provider.