Business Details
25 Years
experience
Your Trusted Financial Advisers in Loughborough
Established in 2001, First Service Financial has built a reputation as a trusted provider of independent financial advice across the UK. Our team of FCA-authorised professionals specialises in delivering tailored solutions for pensions, mortgages, investments, and comprehensive financial planning. With over two decades of experience, we prioritise client needs through a consultative approach that combines technical expertise with clear communication.Recognised by The Financial Times as a Top 100 Rated Advice Firm and recipient of Feefo's Gold Trusted Service Award, we maintain rigorous compliance standards while offering free initial consultations. Our proprietary cashflow planning tools and commitment to ongoing client education demonstrate our dedication to helping individuals and businesses achieve long-term financial security through evidence-based strategies.
Services
Mortgages
Financial Planning
Pensions
Protection
Savings & Investments
Cashflow Planning
Wills & Estate Planning
Details
- Year established: 2001
Highlights and features
- We have over 20 years of experience in independent financial advice
- Our advisers are FCA-authorised and regulated professionals
- We offer free initial consultations with no obligation
- We use proprietary cashflow planning tools for accurate forecasting
- We've received the Feefo Gold Trusted Service Award
Associations and certifications
- Financial Conduct Authority
What people say
Knowledgeable advisers
Clear communication
Comprehensive planning
Excellent service
Trusted guidance
Services
Mortgages
We provide expert mortgage advice for first-time buyers, home movers, and buy-to-let investors. Our FCA-regulated advisers help clients navigate the complex mortgage market to find competitive rates and suitable products. With access to major lenders and niche providers, we offer tailored solutions for standard and complex cases including impaired credit mortgages.
Pensions
Our pension specialists offer comprehensive retirement planning services covering personal pensions, SIPPs, and workplace schemes. We help clients understand their options for pension drawdown, annuities, and phased retirement strategies. Our advice focuses on creating tax-efficient retirement plans that align with individual financial goals and risk profiles.
Financial Planning
We develop holistic financial plans that integrate investment strategies, tax planning, and estate management. Our cashflow forecasting tools help clients visualise their financial future and make informed decisions about major life events. The planning process includes regular reviews to ensure strategies remain aligned with changing circumstances.
Savings & Investments
Our investment advisers provide guidance on ISAs, general investment accounts, and venture capital schemes. We assess clients' risk tolerance and financial objectives to create diversified portfolios that balance growth potential with capital preservation. The service includes ongoing portfolio management and performance reviews.
Wills & Estate Planning
We offer comprehensive estate planning services including will writing, inheritance tax planning, and lasting power of attorney arrangements. Our specialists help clients protect their assets and ensure their wishes are carried out while minimising tax liabilities. The service includes guidance on probate and trust creation.
Questions
What financial services do you offer?
We provide mortgage advice, pension planning, investment management, cashflow forecasting, and estate planning services. Our FCA-regulated advisers also specialise in protection policies and retirement strategies.
Are your initial consultations free?
Yes, we offer free initial consultations with no obligation. This allows us to understand your financial situation and discuss how we can help you achieve your goals.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA) under reference 479175. Our advice complies with strict regulatory standards for client protection.
Do you operate nationwide?
Yes, we have advisers based throughout the UK. We can arrange local meetings or virtual consultations to accommodate clients across the country.
What makes you different from other advisers?
We combine over 20 years' experience with proprietary cashflow planning tools and a client-first approach. Our recognition by The Financial Times and Feefo demonstrates our commitment to excellence.
How do you charge for your services?
Our fee structure varies by service. We provide transparent pricing during initial consultations, with options including hourly rates, fixed fees, or percentage-based charges for ongoing management.
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Reviews (6)
Dawn Jordan
Aug 24, 2021
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First Service Financial Ltd sent Gary Puffet to see us he is very competent knows his job and is willing to listen, I have been impressed with his professional work
Kim Fraser
Jul 24, 2021
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I have found First Service Financial Limited friendly and professional. I received communication from the company in a very timely manner. Thank you.
Paul Walters
May 02, 2021
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I have found this organiastion a pleasure to work with. Being new to investing I was a little apprehensive, but so far they have done exactly what they said - which was "what would I do if I were in your shoes". Keep up the good work.
Simon Thompson
May 24, 2020
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I have been a customer of First Service Financial for 8 years. I have always found the service to be efficient and polite. I am very pleased to recommend them.
Felicity Rudge
Feb 01, 2020
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I have been a client of First Service Financial for many years and have always had excellent service. They are always friendly, helpful and happy to explain anything in great detail.
Emily Merchant
Nov 28, 2019
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Working with the team at First Service Financial was so easy! Quick communication, friendly and personable - nothing was too much trouble. Highly recommend!
