First Service Financial
First Service Financial is an independent financial advisory company providing financial advice across the UK. With nearly 20 years of experience, they offer solutions to help clients achieve their financial goals.
- Mortgages
- Financial Planning
- Savings & Investments
- Life Insurance & Protection
- Pensions & Retirement Planning
- Wills & Inheritance Tax Planning
Locations
Competitors
Perrett & Co.
Woodgate Financial Planning is dedicated to helping motivated individuals achieve their financial goals through expert guidance.
Chesterton House Financial Planning Ltd offers comprehensive financial planning services, including retirement preparation and wealth management.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
First Service Financial is operated by First Service Financial Limited and is a Active company incorporated on 7 January 2008 with the registered office located in Coalville, Leicestershire. First Service Financial Limited was registered 17 years ago.
Status
Active
Size
Micro
Directors
4
Age
17 years old
Employees
20
Turnover
Unreported
Total Assets
£669.54K
Cash in Bank
£271.85K
Total Liabilities
-£338.61K
Teams
17
13
13
4
1
Director • Joined Jan 2020
Office Manager • Joined Nov 2020
Administrator • Joined Nov 2020
Financial Services Administrator • Joined Aug 2020
Compliance Assistant • Joined Nov 2020
Compliance Officer - MLIBF, RO1, RO4, CeRER, CeMAP, CertPMI, BA(Hons) • Joined Sep 2022
Independent Financial Advisor • Joined Oct 2020
Chartered Financial Planner • Joined Sep 2020
Financial Planner • Joined Jan 2022
Independent Financial Advisor • Joined Aug 2022
Financial Services Administrator • Joined Aug 2020
Independent Financial Advisor • Joined Nov 2020
Independent Financial Advisor • Joined Oct 2020
Chartered Financial Planner • Joined Sep 2020
Financial Planner • Joined Jan 2022
Independent Financial Advisor • Joined Aug 2022
Independent Financial Advisor • Joined Jul 2023
Trainee Paraplanner • Joined Jan 2020
Independent Financial Adviser • Joined Jun 2020
Independent Financial Advisor • Joined Sep 2024
Director • Joined Jan 2020
Office Manager • Joined Nov 2020
Independent Financial Advisor • Joined Oct 2020
Chartered Financial Planner • Joined Sep 2020
Financial Planner • Joined Jan 2022
Independent Financial Advisor • Joined Aug 2022
Independent Financial Advisor • Joined Jul 2023
Independent Financial Advisor • Joined Nov 2020
Independent Financial Adviser • Joined Jun 2020
Independent Financial Advisor • Joined Sep 2024
Office Manager • Joined Nov 2020
Administrator • Joined Nov 2020
Financial Services Administrator • Joined Aug 2020
Compliance Assistant • Joined Nov 2020
Compliance Officer - MLIBF, RO1, RO4, CeRER, CeMAP, CertPMI, BA(Hons) • Joined Sep 2022
View 17 members