Award winning independent financial advice around investments, pensions, residential mortgages, financial protection, commercial mortgages and personal business insurance. Get in touch to discuss how Palm Financial Services can help you achieve your financial goals. Email ✉ yasir.al-din@2plan.com or call ✆ 07747 028 168.
Fully independent and with whole of market access, we offer tailored advice on a range of financial services to ensure clients have the right financial products in place to meet their long-term life, business and financial goals.
▪️Residential and Buy To Let Mortgages: fully independent mortgage advice whether you’re a first time buyer, moving home, remortgaging or looking for a buy to let
▪️Savings & Investments: whether you are looking to review your existing portfolio or begin investing, we can help you find the right investment options and advise you on how to reach your financial goals
▪️Pensions & Retirement Planning: a comfortable retirement requires careful planning. Our pension planning and advice service will help you plan for your retirement and ensure your pension will work for you on retirement
▪️Protection Insurance: our award-winning advice will ensure you have tailored cover in place, ensuring that you and your family are fully protected should the worst happen.
▪️Business Protection & Insurance: key person insurance provides life insurance for key individuals in a company, whether that’s you as an owner or your top executives as well as business finance life cover to protect any loans
▪️Commercial mortgages: as a fully certified commercial mortgage broker we also provide guidance on products and lenders from whole of market, to assist you in purchasing a property that meets your business needs, whether that’s for a GP practice, dental practice, office building or warehouse
Get in touch to discuss how Palm Financial Services can help you achieve your financial goals. Email ✉ yasir.al-din@2plan.com or call ✆ 07747 028 16
Company Details
- Employees
- 3
- Founded
- -
- Address
- Mariner Court, Wakefield,wf4 3fl,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Business Personal Insurance, Business Protection, Chartered Financial Planning, Commercial Finance, Commercial Mortgages, Financial Planning, Financial Wellbeing, Income Protection, Islamic Finance, Independent Financial Advice, Investments, Life Assurance, Mortgages, Pensions, Residential Mortgages, Retirement Planning, Strategic Financial Planning, Wealth Management.
- HQ
- Wakefield
Palm Financial Services | Award Winning Independent Financial Advice Questions
Palm Financial Services | Award Winning Independent Financial Advice's website is https://palmfinancialservices.co.uk/
Palm Financial Services | Award Winning Independent Financial Advice's LinkedIn profile is https://uk.linkedin.com/company/palm-financial-services
Palm Financial Services | Award Winning Independent Financial Advice has
3 employees.
View email and phone details for 3
employees at Palm Financial Services | Award Winning Independent Financial Advice.
Palm Financial Services | Award Winning Independent Financial Advice's industry is
Financial Services
Palm Financial Services | Award Winning Independent Financial Advice's top competitors are
Cherry Street Finance,
Wakefield School Of Tennis,
Digital Impact Solutions,
The Silvertini Florist,
Palm Financial Management Ltd,
Glennan Wealth Management - Retirement Specialists,
The Will Way,
Zeld Learning Solutions Ltd,
Red Media Ltd,
Homelife Financial Solutions Ltd.
Palm Financial Services | Award Winning Independent Financial Advice's categories are Financial Services
Palm Financial Services | Award Winning Independent Financial Advice's founding year is 2022
