Traditional values, combined with sophisticated expertise, set Friar Gate Independent Financial Services apart as professional independent financial advisers.

We are committed to professional qualifications and relevant experience. We help clients meet their financial goals in total confidentiality with integrity and common sense. We always strive to go one step further in providing a personal and flexible service of the highest quality.

Friar Gate Independent Financial Services is completely independent of all institutions, insurers, banks, fund management groups and lenders. We are based within the Ashgates practice at 5 Prospect Place, Millennium Way, Pride Park, Derby DE24 8HG.

The partners at Ashgates accountants and business advisors, recognise our independence and professionalism. When their clients seek financial advice they are often referred to us, as they know from experience that we will look after their clients in the same professional and conscientious way that they do themselves.

We offer specialist independent financial advice to both personal and corporate clients.

Services Available
Our consultations cover all areas of holistic financial planning including:

• Business Succession Planning
• Buy to Let Mortgages
• Corporate Retirement Planning
• Corporate Tax Shelters and Corporate Investment Planning
• Critical Illness Insurance
• Employee Benefits
• Estate Planning
• Foreign Property Mortgages
• Health Insurance
• Income Protection Insurance
• Investment Advice
• Investment Allocation Strategies
• Key Person Insurance
• Life Assurance
• Personal Retirement Planning
• Residential Mortgages
• Shareholder Protection
• Tax Efficient Investments

In addition to the above we specialise in the areas of

• Investments (including offshore)
• Pension fund withdrawal schemes
• Savings
• Small self-administered schemes
• Sophisticated pension planning, utilising schemes such as Self-Invested Personal Pensions

Friar Gate Independent Financial Services Ltd is Authorised and Regulated by the Financial Services Authority (www.fsa.gov.uk/register).