Julian Friel, Facts & Figures Financial Planners Ltd
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Club name: | Wrotham-Heath |
| Category: | Independent Financial Adviser | |
| Team Position: | Area Coordinator | |
| Company: | Facts & Figures Financial Planners Ltd | |
| Address: | Stoke House Church Road Ashford Kent TN23 1RD | |
| Telephone: | 01622 791276 | |
| Mobile: | 07866 522744 | |
| Website: | View my website | |
| Email: | Send me an email | |
| Wants: | I would like to talk to business owners about business protection (shareholder/keyman/group life) and Pension Schemes, particularly regarding |
Business Description
Facts & Figures are Chartered Financial Planners. This elite professional qualification is only awarded to firms meeting the stringent criteria of the Chartered Insurance Institute for:
- Qualifications
- Business proficiency
- Ethical standards
There are around 5,000 IFA firms in the UK but in January 2011 only about 300 chartered financial planning firms. There are ony 5 or 6 in Kent. This is something that really makes Facts & Figures' service to clients stand out.
Whether you are a personal or a business client we guarantee all our clients the highest standards of professionalism.
Our Ethos
Our experience and our qualifications demonstrate that we are able to advise across all areas:
Accreditations & Qualifications
Cert PFS, CeMAP
