Background and experience: Joanne, Tony and I have over 85 years combined financial services experience. I set up Core Financial Services in 2004 with the aim of developing a truly exceptional client experience. More recently, due to the success of working with Directors and Entrepreneurs, I set up Core Corporate Planning Ltd.
About Us: Together with my team, weassist individuals, families, business owners, Directors and employers in protecting and safeguarding what they value, reducing their financial worries and meeting a range of responsibilities and financial goals.
It takes hard work, determination and commitment by our clients to earn and save for the future. Core Financial Services Ltd believe the same qualities should be applied to managing and maximizing our clients wealth, that’s why we have developed Navigator, an investment service that defines us.
Business Protection; If you are protecting the Keyman in your business, your shares or simply your family in a tax efficient way we are here to advise you.
Employee Protection; Your employees are paramount to your business success, let us help you protect them.
Pension Solutions; Auto Enrolment is a complicated area but we can support you on your journey and beyond. We can advise Directors on the most beneficial way to fund your pensions and assist you with the investment management.
Planning for retirement; The quality of your future depends on making the right decisions, let us guide you through the retirement maze.
Investment Management;You have struggled to save your monies now let us get it working for you.
Savings and Investments;Whether you are starting out or an experienced investor we will assist to manage your money efficiently and achieve your goals.
Tax Planning; It is important to minimise the impact of taxation on your assets and income
Estate Planning;With careful planning you can minimise these liabilities for your beneficiaries.
Protection;Protecting your family in addition to your assets is always the first step in financial planning.
Please contact me or my team on:01622 358152 Email: firstname.lastname@example.org
Joanne Town DipPFS
Principal Team IFA
Independent Financial Consultant
Core Financial Services Ltd is authorised and regulated by the Financial Conduct Authority member no. 471184. Financial Conduct Authority - http://www.fca.org.uk/
Registered in England. Company Registration No: 5428054. Registered Office: Kings Lodge, London Road, West Kingsdown, Kent TN15 6AR
Please note our telephone number has changed. Any calls made to our previous 0844 number will cost 7 ppm plus your Telecoms provider’s Access Charge