Financial Consulting, with a Personal Touch

Financial Consulting, with a Personal Touch

Financial Consulting, with a Personal Touch Financial Consulting, with a Personal Touch Financial Consulting, with a Personal Touch


Making & Meeting Goals

I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals. I'm an Independent Financial Adviser with over 25 years experience,  and as such can offer you unbiased financial advice from the whole market place. Based in Lincoln we are able to provide consultations in the comfort of your home or place of work. The majority of our clients reside throughout Lincolnshire and Nottinghamshire.

Choice Independent Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA Ref 512486



The first question we would ask you is "what are you trying to  achieve?". Do you require investment advice for Growth or Income or  maybe a combination of both.

If you are investing for:

  • simply a better return
  • greater income in retirement
  • child savings
  • Tax efficiency

Whatever your requirements we are able to offer the right help on various types of investments.

As  an Adviser our job is to help you achieve your ambitions. Your attitude  to risk is important, as is your need for income or capital growth.



You may be:

  • Employed or Self-Employed
  • In need of advice on what options you have on your Pension Plans
  • Looking to consolidate your pension arrangements

The  fact is that most people retire on less income than they would like. It  is vitally important to obtain the right retirement financial planning  advice as early as possible. If you are approaching retirement, you may  be considering your retirement options and how to invest for your  retirement.

Some of the key factors to consider when saving for retirement are:

  • How much income do you require.
  • What effect will inflation have.
  • What age do you wish to retire.
  • What do the new Flexible Pension rules mean for you
  • What income options should I choose.
  • Can my existing pensions be reviewed.

Irrespective of your career stage, or existing arrangements, we can provide comprehensive pensions advice.

Contact Me

Request A Consultation

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Choice Independent Financial Services Ltd

Tel 01522 589000


Monday - Friday: 9am - 5pm