WHY CHOOSE US?
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Maarla Financial is an appointed representative of First Complete Ltd, Wakefield House, Aspect Park, Pipers Way, Swindon, SN3 1SA which is authorised and regulated by the Financial Conduct Authority. The FCA Register Number is 440703 (First Complete Ltd) and 440718 (First Complete Ltd). . We have contracts with all reputable UK protection providers and have access to a wide range of international investment solutions. Our recommendations are made based upon objective analysis of benefits and costs. We hold no personal shareholding in any product supplier.
[/vc_column_text][/vc_accordion_tab][vc_accordion_tab title=”ARE WE QUALIFIED AND AUTHORISED AS A FINANCIAL ADVISOR?
“][vc_column_text]All our financial planners have all the relevant knowledge and expertise to offer appropriate advice. All our planners are CERTIFIED MORTGAGE & PROTECTION PLANNERS. We are a firm authorised and regulated by the Financial Conduct Authority.
Our financial planners are authorised by the FCA to render advice and intermediary services in respect of:
• asset management
• deposits, shares, bonds, investments and foreign currency denominated investments
• pension products
• all classes of long-term insurance policies
• health service benefits
• (whatever else you want to add or edit)
We fully comply with all statutory requirements regulating financial planners in the UK[/vc_column_text][/vc_accordion_tab][vc_accordion_tab title=”
HOW DO WE CONTROL THE QUALITY OF OUR INVESTMENT DECISIONS?
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We are committed to the continuing professional development of our Mortgage & Protection planners. They are regularly briefed by research and technical specialists so that they are fully up to date with the latest financial matters. We work closely with strategic business partners who advise us on appropriate strategies. We use a disciplined process to evaluate your needs and provide the most appropriate solution. We also use comprehensive investment analysis tools to prepare investment and financial plans.
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Your complete portfolio is assessed with you at each review meeting or as and when your circumstances change. In order for us to provide best advice, we require that you provide sufficient particulars of your financial affairs. Failure to make a full disclosure may result in our advice being compromised. Our high-calibre support personnel have extensive experience within the financial services industry and use comprehensive practice management systems to offer you prompt and efficient service at all times.
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We maintain a record of your personal information and any recommendations made to you. Your personal information is made available to others only on your instruction. We also take all reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification or disclosure.
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As a professional advisor should, we accept responsibility for financial services rendered within agreed mandates and hold professional indemnity insurance on behalf all of our Mortgage & Protection planners.
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