Toddington Independent Financial Advice

Independent Financial Advice

The Stables, Griffin Farm, Conger Lane, Dunstable, LU5 6BT Directions

Tel 01525 874100
   Now closed Open today 09:00 - 18:00

Why Choose Us?

Enviable Reputation
First Class Service
Bespoke Service

Business overview

We offer a completely holistic financial overview to advise clients on a wide variety of financial circumstances.

We build relationships with clients with long-term financial planning in mind. This is supported by regular reviews to ensure that the strategies employed remain relevant to a client’s needs. The majority of new clients are attained through personal and professional recommendation.

Our services include advice in relation to wealth management, retirement planning, family protection needs, wills, trusts, mortgages and equity release.

Ensuring that everyone receives the fair and helpful financial advice is of paramount to me, which is why Philip also volunteers at Dunstable Citizen’s Advice Bureau once a month.

Philip also possesses the Chartered Insurance Institute’s Diploma in Financial Planning and is a member of the Personal Finance Society and the Society of Mortgage Professionals. He is also an Associate Member of the Institute of Professional Willwriters.

Products & Services

Independent Financial Advisers

Equity Release

Mortgage Advice

Mortgages

Financial Consultants

Pensions

Investments

Life Insurance

Income Protection Insurance

Financial Planning

Wills, Trusts and Lasting Powers of Attorney

Loans

Buy to Let Mortgages

Child Trust Funds

FCA Regulated

Company Planning

Credentials

Associations

  • Financial Conduct Authority

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