3 G Financial
2 St Andrews Square, Penrith, CA11 7AN Directionshttps://www.yell.com/biz/3-g-financial-penrith-4944792/#view=map
Our location
Business overview
We work with you to provide locally delivered, bespoke, financial planning solutions, with the support of one of the largest Independent Financial Advice firms in the country.
3G Financial was established in 2007 and provides the full spectrum of Financial Advice to individuals and businesses. The Principal of the business is a Penrithian born and bred. He has 35 years experience in the Finance sector and is totally committed to providing the highest quality advice and service to his clients. This is made possible by a mix of high professional standards, customer focussed working practices and a close working relationship with one of the largest Independent Financial Advice (IFA) companies in the country, Greystone Financial Services Ltd. (GFS)
GFS is one of only 300 or so businesses in the country that has been awarded Chartered status by the Chartered Insurance Institute, and provides
3G Financial with the structure and support to enable it to bring the benefits that such a large organisation embraces, to the people and businesses of Penrith and surrounding areas.
Products & Services
Financial Planning
Financial Services
Financial Services Authority (FSA) regulated
Financial Services Compensation Scheme member
Income Protection Insurance
Independent Financial Advice
Investment & Trust Companies
Investment Consultants
ISA investments
Life and Personal Protection Insurance
Pension Annuities
Pensions
Tax Planning
Trustee Investments
Commercial Mortgages
Commercial & Business finance
Customer Agreed Remuneration
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