With the help of Slater Financial I can relax safe in the knowledge that my savings are working hard for me. At Slater Financial, we're here to help you find the solutions to your current and future financial needs. We're based in Buxton, so we predominantly cover Derbyshire, Staffordshire, Cheshire and South Yorkshire, but have clients throughout the UK.
We're proud to still offer face-to-face independent financial advice, combined with the latest technology and systems so you can be sure of an excellent ongoing service and outstanding results. Here you'll see how we can help, together with case studies and testimonials from some of our existing clients. As you'll see, it's the long-term relationships we build - with mutual respect, trust and gratitude - that sets us apart.
There are many ways in which you can benefit from good quality, cost effective independent financial advice. We've been advising on and overseeing mortgage applications since 1992, so have vast experience in helping find the right type of deal for clients rather than lenders.
We're proud to still offer face-to-face independent financial advice, combined with the latest technology and systems so you can be sure of an excellent ongoing service and outstanding results. Here you'll see how we can help, together with case studies and testimonials from some of our existing clients. As you'll see, it's the long-term relationships we build - with mutual respect, trust and gratitude - that sets us apart.
There are many ways in which you can benefit from good quality, cost effective independent financial advice. We've been advising on and overseeing mortgage applications since 1992, so have vast experience in helping find the right type of deal for clients rather than lenders.
Services
Directors Phil and Debbie Slater have over 50 years' combined industry experience having worked in the financial sector since 1987.
Phil is the company's M.D. and holds the IFS Diploma in Financial Planning (including Financial Services Regulations and Ethics and Advanced Financial Planning).
Since his time as a mortgage and insurance Advisor with a leading High Street bank, Phil became a personal financial Advisor after completing the Certificate for Financial Advisors in 1996 before starting his own IFA company in 2001.
Phil is the company's M.D. and holds the IFS Diploma in Financial Planning (including Financial Services Regulations and Ethics and Advanced Financial Planning).
Since his time as a mortgage and insurance Advisor with a leading High Street bank, Phil became a personal financial Advisor after completing the Certificate for Financial Advisors in 1996 before starting his own IFA company in 2001.
You can get live valuations 24/7 on your investments and pensions in seconds from the client login section of our website.
This is via our state-of-the-art, award-winning technology, together with live statements for your bank/building society deposit and current accounts.
This means you can now have all your financial information together in one place, available in seconds from anywhere in the world via computer, laptop, tablet and mobile technologies.
You'll have unlimited telephone, email, and secure messaging access to your Adviser, together with face-to-face meetings to review your finances annually (on average) or on an ad hoc market-driven basis.
This is via our state-of-the-art, award-winning technology, together with live statements for your bank/building society deposit and current accounts.
This means you can now have all your financial information together in one place, available in seconds from anywhere in the world via computer, laptop, tablet and mobile technologies.
You'll have unlimited telephone, email, and secure messaging access to your Adviser, together with face-to-face meetings to review your finances annually (on average) or on an ad hoc market-driven basis.
We've been advising on and overseeing mortgage applications since 1992, so have vast experience in helping find the right type of deal for clients rather than lenders.
Whether it's a new property, Buy to Let, self-build or any type of re-mortgage, we can point you in the right direction - and sometimes that's all we do, as occasionally the most attractive deals are only available by applying direct to the lenders.
If so we can still help, as you'll see in our case studies.
Our Independent Mortgage Sourcing Software has nearly every deal currently on the market and crucially also any hidden criteria, along with rules and regulations that you don't see on comparison websites.
Whether it's a new property, Buy to Let, self-build or any type of re-mortgage, we can point you in the right direction - and sometimes that's all we do, as occasionally the most attractive deals are only available by applying direct to the lenders.
If so we can still help, as you'll see in our case studies.
Our Independent Mortgage Sourcing Software has nearly every deal currently on the market and crucially also any hidden criteria, along with rules and regulations that you don't see on comparison websites.
For successful protection planning, it's vital to consider the possible financial consequences of unforeseen events such as a long term illness or death - how would you provide for those you love if something were to happen to you?
It's also essential to find the best value products to meet any shortfalls in protection planning - and as we're totally independent, we can help.
Even if you already have protection in place, we often find that, with the whole market at our disposal, we can provide more cover for less cost.
It's also essential to find the best value products to meet any shortfalls in protection planning - and as we're totally independent, we can help.
Even if you already have protection in place, we often find that, with the whole market at our disposal, we can provide more cover for less cost.
Like investments, pensions should be reviewed regularly to make sure your plans are still on track and your portfolio reflects your attitude to risk.
As more cost-effective plans have come on to the market in recent years, you may also find there are now pensions with lower charges and more fund choices available, so you could build up a larger fund to retire on.
With an annual review, you can make sure you get the best results possible - the results you deserve.
It's surprising how many of our new clients have not had a pension review from their original Advisor for 3, 5 or even 10 years.
As more cost-effective plans have come on to the market in recent years, you may also find there are now pensions with lower charges and more fund choices available, so you could build up a larger fund to retire on.
With an annual review, you can make sure you get the best results possible - the results you deserve.
It's surprising how many of our new clients have not had a pension review from their original Advisor for 3, 5 or even 10 years.
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