01727 835 119
nawal@townsendfs.co.uk

Services

What we do

We have been advising clients for many years on a wide range of financial plans and services. We have a built significant base of satisfied clients. All of our business is done as a result of personal recommendation.

Consultation without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a face to face "without obligation" consultation to consider your personal circumstances and then help you take the necessary steps to meet your objectives.

Specialist advice

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection, pension, investments and savings needs.

This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

We specialise in Inheritance Tax Planning and Wills.

We also give advice on business loans, mortgages, remortgages, buy to let and home and contents insurance.

The Will Writing service promoted here is not part of the Openwork offering and is offered in our own right. The Openwork Partnership accept no responsibility for this aspect of our business.

Will writing is not regulated by the Financial Conduct Authority.

Please contact Townsend Financial Services on 01727 835119 for further information or a face to face meeting.

Your home/property may be repossessed if you do not keep up repayments on your mortgage.

Some Buy to Let mortgages are not regulated by the Financial Conduct Authority.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Townsend Financial Services is an appointed representative of The Openwork Partnership which is authorised and regulated by the Financial Conduct Authority.
The Will Writing service promoted here is not part of the Openwork offering and is offered in our own right. Will writing is not regulated by the Financial Conduct Authority.
The Openwork Partnership accept no responsibility for this aspect of our business.
Approved by the Openwork Partnership on 28th March 2023.