We are members of Sesame Limited - a large UK-wide network of Financial Advisers backed by some of the leading names in the financial services industry. We believe it's important to agree how we'll work with you right from the beginning of our relationship.
As an Sesame member we have access to a wide range of products and services of a broad panel of financial services companies from some of the largest brands on the market, covering the entire spectrum of financial advice, which are tailor made for your individual requirements.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
-
Main Office - 145-147 Croydon Road, Beckenham, BR3 3RB
020 8650 8888
Business Name
Uni-plan
Services Offered
Customer Reviews
No reviews yet. Be the first to review this business!
