Uni-Plan Financial Planning Consultancy Ltd.

About us

To help you to get to know us before we meet, we'd like to tell you more about our business, the ways we can help you and how we'll work together.

We are members of Intrinsic Financial Services - 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.

We will always treat you fairly. You can expect in our dealings we will:-

• Treat you as we would expect to be treated
• Never take advantage of you
• Be open and honest
• Quickly put right any mistake that we make

As an Intrinsic 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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Some Buy to Let mortgages are not regulared by the FSA

Commercial Mortgages are not regulated by the FSA

Overseas Mortgages are not regulated by the FSA

We have a first class team of Financial and Mortgage Consultants, who have a wealth of knowledge and experience with over 30 years experience dedicated to providing an excellent service built around our personal relationships with our clients. You can be confident that when you talk to Uni-Plan Financial Planning Consultancy Ltd you will be talking to the experts who have a real desire to work closely with our clients for their mutual benefit.

Through the combined skill sets offered by Uni-Plan Financial Planning Consultancy Ltd you will have access to advice, products and services that will cover all your needs including a choice of Mortgages Lenders, from the whole of the market for:-

• First Time Buyers
• Remortgage
• Home Mover
• Purchase of an Investment Property, in the UK or abroad
• Overseas and Commercial Loans
• Equity Release Schemes

With the addition of eConveyancer we are able to offer you a cutting edge, web based, Conveyancing service giving us the ability to offer you a very efficient, competitive Conveyancing solution.

Additionally we can offer a Full Financial Planning Review, to include:-

• Life Cover
• Critical Illness Cover
• Accident Sickness and Unemployment Cover
• Investments
• Savings
• Private Medical Insurance
• Pensions
• Buildings and Contents Insurance
• Long Term Care

and much more......

Contact us now, we will be happy to give you a free, no obligation, assessment of your current situation to see if savings can be made.......

_{The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.}

_{Uni-Plan Financial Planning Consultancy Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited is entered on the FSA register under reference 440703 and Intrinsic Mortgage Planning Limited is entered on the FSA register under reference 440718. (http://www.fsa.gov.uk/register).}

_{Should we charge you a fee this will be up to 1% of the loan amount, or £500.00 (whichever is greater), payable on application. If we charge you a fee, and your mortgage does not proceed you will receive a full refund if the lender rejects your application or a refund of a proportion of the fee if the purchase falls through, or if you decide not to proceed with the mortgage. We will also be paid by the lender.}