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The Finance Planning Group
David Mundy's Company Details
A well established provider of financial services throughout the UK. Primarily offering mortgage and protection advice to customers via employed and self employed advisers using its unique network model. Has the ability to service the needs of a single adviser and help them to grow their business, and the infrastructure to support and develop large AR's.Using the latest technology to acquire leads and then process the application we have also perfected the challenges presented by the every changing demands of the modern consumer.We are very proud of our ability to service customer enquiries in a way that suits them; Living up to our consumer culture of 'It's all about You'.As a business, we have access to a wide portfolio of services from our associated companies including Pensions, Inheritance Tax Planning, Investments, Surveys and insurance.We are always interested in hearing from people who are looking to grow their business.The Finance Planning Group Limited is authorised and regulated by the Financial Conduct Authority.