As Independent Financial Advisers, we help remove the stress about money, by offering a clear explanation of the options available to you. By working with us, you can achieve your financial goals in life and make those important decisions with confidence. Whether you need impartial advice on retirement, investing efficiently, protecting your family, mortgages or just your overall financial planning for the future, we are here to guide you so that you can get what you want out of life.
Foyle Financial Ltd holds no affiliation with any commercial financial institution and can be relied on to provide the most competitive quotations and advice from a wide range of financial investments. All work is carried out on a fee or commission basis, which will be discussed at the first meeting. The initial meeting will be at no cost to you.
Foyle Financial Ltd holds no affiliation with any commercial financial institution and can be relied on to provide the most competitive quotations and advice from a wide range of financial investments. All work is carried out on a fee or commission basis, which will be discussed at the first meeting. The initial meeting will be at no cost to you.
Services
With finances and financial planning becoming ever more complicated, there has never been a better time to take advice from financial experts you can trust.
At Foyle Financial we are proud of the reputation we have developed over 24 years helping our clients to develop their financial plans.
Foyle Financial is an Independent Financial Advice firm with offices in Derry.
We pride ourselves on giving no-nonsense, helpful advice.
Being independent means we can offer impartial advice specific to your needs.
At Foyle Financial we are proud of the reputation we have developed over 24 years helping our clients to develop their financial plans.
Foyle Financial is an Independent Financial Advice firm with offices in Derry.
We pride ourselves on giving no-nonsense, helpful advice.
Being independent means we can offer impartial advice specific to your needs.
Initial Consultation & Fact Finding- We believe getting to know you is a critically important part of our initial meeting.
This is because we believe that you should only take financial advice from an adviser that you feel you can build an honest, open and friendly relationship with.
While you get to know us we will begin to understand you and your finances.
The main part of the process will involve gathering information and analysing your personal and general financial circumstances and specific needs while talking you through how we can help you.
This is because we believe that you should only take financial advice from an adviser that you feel you can build an honest, open and friendly relationship with.
While you get to know us we will begin to understand you and your finances.
The main part of the process will involve gathering information and analysing your personal and general financial circumstances and specific needs while talking you through how we can help you.
The traditional financial advisory business model is based on the assumption that following an initial consultation, a client will buy a financial product from the adviser resulting in payment to the adviser for recommending the product.
At Foyle Financial Ltd we offer a different approach.
Whilst we recognise the importance of products, our primary purpose is to help you plan effectively on an ongoing basis.
We offer a service to clients over the long term, ensuring we deliver financial planning strategies that fulfil your requirements.
At Foyle Financial Ltd we offer a different approach.
Whilst we recognise the importance of products, our primary purpose is to help you plan effectively on an ongoing basis.
We offer a service to clients over the long term, ensuring we deliver financial planning strategies that fulfil your requirements.
Our Ongoing Review Service is suitable for clients who want a relationship with an adviser who is fully aware of their financial affairs and is committed to reviewing them whilst taking account of any changes in personal circumstances, goals, objectives and legislation.
The recommendation to buy, sell or hold existing funds held within your existing investment product(s) in line with your attitude to risk.
The gathering and updating of information regarding your personal and financial situation (fact-find).
The recommendation to buy, sell or hold existing funds held within your existing investment product(s) in line with your attitude to risk.
The gathering and updating of information regarding your personal and financial situation (fact-find).
All firms regulated by the FCA have to support the FCA Sourcebook's principle that a firm 'must pay due regard to the interests of its customers and treat them fairly'.
The TCF ('treating customer fairly') principle aims to raise standards in the way firms carry on their business by introducing changes that will benefit consumers and increase their confidence in the financial services industry.
The TCF ('treating customer fairly') principle aims to raise standards in the way firms carry on their business by introducing changes that will benefit consumers and increase their confidence in the financial services industry.
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