Office: 01777 816 438 Mobile: 07957 170 415

Expert Guidance Through Every Stage.

FIRST INITIAL CONSULTATION AT MY COST

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Office: 01777 816 438

Mobile: 07957 170 415

About

Clients who contact Kevin Fletcher will receive one to one service, I pride myself in offering straightforward friendly advice and have 30 years experience.

We will work together to create an individual bespoke financial plan in order to help you take control of your financial future.

Please complete this form and I will contact you to arrange a mutual convenient appointment at my office in Ranskill near Retford.

Independent Financial Advisers or IFAs are professionals who offer independent advice on financial matters and recommend suitable financial products from the whole of the market. IFAs are regulated by the Financial Conduct Authority (FCA) and must meet strict qualification and competence requirements.

Services

Typically an Independent Financial Adviser will conduct a detailed survey of their client's financial position, preferences and objectives; this is sometimes known as a 'factfind'. They will then advise appropriate action to meet the client's objectives; and if necessary recommend a suitable financial product to match the client's needs.

Investments
Whether you are a seasoned investor or investing for the first time, with the right kind of advice you need not be put off by the complexities of the investment world.
Mortgages
Here at Kevin Fletcher Financial Management we are able to provide an unparalleled mortgage placement service to all our clients.
Family Protection
Kevin Fletcher Financial Management will advise the appropriate Life Assurance Critical Illness and Income Protection to give you peace of mind.
Insurance
There are a lot of people trying to sell you insurance of one type or another but an adviser can tell you which one is actually worth buying.
Retirement Planning
Retirement should be seen as a time to enjoy ourselves, but how can you be sure you will have sufficient income to ensure this?
Other Loans
We can help you with the endless paperwork and take away some of the stress involved.

What were the circumstances that caused you to look for an IFA?
pensions advice on retirement.

How did Kevin Fletcher help you?
He advised and set up a financial scheme for my retirement.

What is your current situation? Have you seen the outcome you were hoping for?
Yes.

What could they have done better?
I am satisfied with what Kevin Fletcher did for me.

South Yorkshire, February, 2017

What were the circumstances that caused you to look for an IFA?

Did not know wher to start for pension.

How did Kevin Fletcher help you?
Advised me and helped me choose the best pension.

What is your current situation? Have you seen the outcome you were hoping for?
Defo.

What could they have done better?
Nothing was very professional

South Yorkshire, February, 2017

What were the circumstances that caused you to look for an IFA?
to minimise inheritance tax.

How did Kevin Fletcher help you?
Kevin helped focus my ideas into actions.

What is your current situation? Have you seen the outcome you were hoping for?
Yes thanks.

What could they have done better?
Maybe a little more legal understanding of inheritance tax,that you would normally get from a solicitor.

Nottinghamshire, March, 2017

Yell Reviews

Average Rating:
5.0
Total Number of Reviews:
6
 
  • November 24, 2021
    Neil Brooker
    Kevin gave a free impartial consultation for options regarding my deferred pension without any obligation. He also discussed options for maximising the lump sum which I hadn’t considered. He was able to confirm what I had considered and the best way forward. I’d have no hesitation to recommend Kevin for initial (and free) advice to look at options without any pressure. It was a genuinely refreshing experience. I’ll be returning to Kevin for further assistance when needed.
    Kevin Fletcher Financial Management
    Hi Neil Thankyou for your Excellent review much appreciated i look forward to advising you and your family in the not to distant future Kind Regards Kevin Fletcher I.F.A.
  • February 25, 2021
    Bob Cooley
    I approached Kevin as a local Finacial Advisor for assistance to consolidate my multiple pensions into one Drawdown Pension. Kevin provided a thorough professional and excellent service.
    Kevin Fletcher Financial Management
    Hi Bob Thankyou for taking the time today to write me an excellent review much appreciated and i look forward to advising you in the future.
  • December 3, 2020
    Chris Ball
    Kevin has been financially looking after me now for several years. I received a call from him just as the market started to recently drop due to C-19, suggesting we review the funds I am in for my pension. He suggested moving to a different fund to mitigate risks and I am pleased to say my pot has actually risen by over 10% whilst the market generally is still suffering! I didn't have to ring him which, with a busy life is comforting to know he is looking out for me without any prompting. Kevin is as genuine a guy as you can get and I would highly recommend him to anyone who wants the security of knowing their money is working as hard as it can for them, but with his watchful eyes on the markets.
    Kevin Fletcher Financial Management
    Hi Chris Thankyou for taking the time today to write me an excellent review much appreciated and i look forward to advising you and your family in the future.
  • April 30, 2019
    Gill Eaton
    Excellent service. My Investment options were fully explained in an easy friendly manner. I would not hesitate to recommend Kevin to anyone needing financial advice
    Kevin Fletcher Financial Management
    Hi Gillian Thankyou for your excellent review much appreciated Kind Regards Kevin
  • January 9, 2019
    Kam Singh
    I was looking for Family Protection after recently having a baby and Kevin made the process so easy, he explained everything in detail without any of the confusin that previous IFA's had inflicted. I got a hreat policy at a great price and I will be taking out more protection in the future, Retirement Planning will be next!
    Kevin Fletcher Financial Management
    Hi Kam Thankyou for your excellent feedback much appreciated
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Guidance Through Every Stage

Good financial advice can make your money work harder for you. There are different kinds of financial adviser: tied advisers (working for one financial institution), multi-tied advisers and Independent Financial Advisers. Independent Financial Advisers will charge a mutually agreed fee for their services via their terms of business agreement

I can help

Office: 01777 816 438

Mobile: 07957 170 415

Typically an Independent Financial Adviser will conduct a detailed survey of their client's financial position, preferences and objectives; this is sometimes known as a 'factfind'. They will then advise appropriate action to meet the client's objectives; and if necessary recommend a suitable financial product to match the client's needs.

Financial Planning
Tax Planning
Retirement Planning
Investment Advice
Estate Planning
Education Funding

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