A better future starts today.

We are a national independent financial advisor firm.

A small friendly company, who are looking to help you
make the best choices with your money, tailored to your
individual circumstances.

Contact us today to plan for a better future.

Our Services


We cover Pension Reviews and planning, Personal Pension Switching, Final Salary Review and Transfers often to streamline peoples pensions into a single plan, Flexi Access Drawdown and Annuities as retirement options explained in full.

ISA Transfers

To review of all of your ISA Holdings to include Cash ISA and or Stocks and Shares ISA holdings. We offer Transfers of Cash ISA's and Stocks and Shares ISA to new Stocks and Shares ISA providers to potentially increase your returns.

Commercial Finance

Commercial Finance covers a wide range of subjects from Ltd Company Buy to Lets to Invoice Factoring. A full schedule of what we able to assist with is detailed in this section.


We cover all areas of Residential Mortgages from House Purchase, Home Mover and Remortgage, Let to Buy, Buy to Let, Capital Raising via Remortgage or Second Charges.

Equity Release

Commonly known as Lifetime Mortgages where you can in your latter years raise capital against your home to repay an interest only mortgage or boost retirement income. Various mortgage scheme options are available.

Life Assurance

We are independent so we have all providers available. It may be worth reviewing your existing plans or if you do not have life assurance now may be a good time to sort that out.

Why you should use us

  • Over 32 years of experience in Financial Services
  • Very competitive fee structures
  • Access to our initial advice and ongoing advice and review process
  • Only the best products and providers used
  • Flexibility of product and fund selection
  • Extensive industry experience
  • Directly Authorised by the FCA

Contact us to discuss your finances

We specialise in all aspects of personal finance and will personally call you back to discuss your requirements and help you make the best choices for your individual circumstances.

No hidden fees. No pressure sales. Let's secure your future together.

Covid-19 Update - We can now offer remote meetings and electronic signatures. Please choose this option in the form. We can still offer in person meetings if required.

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What Our Customers' Say

Dear First Place Financial Ltd Thank you for your help with my transfer. I have now been able to use the Tax Free Cash to reduce my mortgage which has made me better off each month. Things are looking up. Mr A. from Newcastle
Having bought my flat from the council a few years ago they decided to re roof the block and whilst it was free to council tenants, those like me who had bought in good faith were sent a bill from the council for our share of the cost. Thanks to your help we were able to get his money by way of Tax Free Cash from one of my old pensions and we were able to settle the council bill without any further borrowing. Now the income pays for a nice holiday each year. Mr & Mrs G. from Glasgow
We asked for help regarding our retirement planning. First Place Financial Ltd were able to check every policy that we had and then offer relevant and clearly understandable advice to us about what we can and can’t do and as such we formulated a plan which was best for us. Thank you so much for all of your help. Mr & Mrs P. from Devon