5+

Years
with Yell

Stephen Trowbridge Financial Planning

Independent Financial Adviser.

82 Silver Trees, Shanklin, PO37 7ND Directions

Tel 01983 212839

Why Choose Us?

Years of Experience
Highest Standards
Impartial Advice

Business overview

Diploma Qualified, Whole of Market, Independent Financial Adviser. Specialising in Retirement Planning, Investments and Equity Release. Also Mortgage Advice and Life Assurance.

My aim is to provide honest, low cost, independent advice, within the Financial Services Authority guidelines for ‘Treating Customers Fairly’.

I have established a loyal client bank over the years which I am always looking to expand.

I offer a free consultation to both new and existing clients.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

* EQUITY RELEASE MAY INVOLVE A LIFETIME MORTGAGE OR HOME REVERSION PLAN. TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION.

Products & Services

retirement planning

equity release*

pensions

investments

buy to let mortgages

child trust funds

financial planning

fsa regulated

income protection insurance

independent financial advisers

life insurance

mortgage advice

mortgages

tax planning

financial consultants

financial services

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