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Nottinghamshire
Credencis offers bespoke financial planning & management services for your pensions and investments to both individuals and companies throughout the UK. In particular Credencis can offer expert advice on the matter of releasing benefits from your pension plans. Ensuring that you get the correct advice is crucial to the successful management of the fund. As Independent Financial Advisers we can also advise you on specialist areas including Savings and Investments, and all Retirement Planning including SIPP’s, SSAS’s, Pension Transfers, Annuities, and Pension Drawdown.
Mark Vaughan
Brian Flindall has been our financial advisor for many years and his patient, easy helpful attitude and great financial knowledge has saved us countless pounds on mortgage payments and many other services to the extent we have no need to search for other sources of financial help. We recommend him to all our family and friends.
Whole of market mortgage and protection insurance broker DB pension advice and transfers Pensions , investments & savings Wills and estate planning
steve baxter
I found Mark very friendly and extremely professional in answering all my questions regarding planning my future finances. He has introduced me to a simple regular savings plan and has helped me set up a private pension plan. This is definitely the start of a long term financial relationship not only for me but all my family too. Finding someone you can trust with your money is a minefield but I can definitely recommend it will grow in the safe hands of Blowfish !!
David Taylor
Me and my partner have recently taken out a mortgage through Phil and his team. Being self employed we was slightly apprehensive about securing a mortgage, however Phil was incredibly straight talking and honest about what options were available to us. The advice and information we received was incredibly helpful and we will definitely returning for our renewal.
Nottinghamshire
We pride ourselves on providing the best service to our valued clients. We can provide financial planning to Private clients and also to our Business clients. Our services include pension planning, pension reviewing, Auto Enrolment requirements for businesses, savings and investments, protection for personal clients and also for Business clients. We look at inheritance tax planning for our clients. We focus on a quality service which leads to long standing professional relationships.
Meeting new people all of the time. Being able to walk away from a client knowing that you have helped and guided them in an area which sometimes can be a bit daunting for them. You gain someone's trust and they become clients for life along with their family members, you almost feel like you have become part of their extended family. Gaining their trust is a massive part of making my business work, they have to discuss things about their finances that probably even their own families aren't aware of. Recognition of your gained trust is when a friend of theirs calls you to say you have been recommended, that's when you know you have done a good job for your client.
After many years in a bank I became institutionalised, albeit I loved being part of a big bank for many years I was always inquisitive as to what it was like in the big wide world. The opportunity came for me a couple of years ago and have never looked back. The freedom of being able to spend as much time with your clients as they need, instead of being ruled by hourly slots in a bank. The face to face service that my clients love in the comfort of their own home or environment. The flexibility of being able to see a client out of normal business hours to suit their own commitments. You can truly give excellent customer service that your clients want and deserve.
Every client has different circumstances and different levels' of understanding and want you to fit around their needs. My approach is flexible whilst remaining professional and can offer a multitude of services for them. I am married and have three children and I totally understand life's challenges and can relate to what we have to deal with in our everyday life and therefore I am realistic as well in my approach.
