Hereford Pension, Investment & Mortgage Centre LLP was originally established in 1998, with the current legal structure since 2004. We have continued to embrace change, to provide solutions for our clients (both individual and corporate) and to build long lasting relationships in order to assist our clients to meet their goals. Within the firm we have 8 advisers and 2 trainee advisers.
The partners of the firm are Alistair Fitt, Ian Jordan (Chartered Financial Planner), Bryan Pedersen and Ian Singleton and all of which are supported by our admin team. Our expertise covers the expanse of financial services including Discretionary Management (R01 & J10), Pension Transfer Specialists & Occupational Pension Transfers (AF3 & G60), Investment Management, Equity Release and Long Term Care.
Structured Products. Our rationale was that the products excluded are extremely unlikely to be required by our 'typical' investor. The costs and time required of maintaining appropriate knowledge and information on each product, in addition to the compliance and supervisory costs, were deemed non-commercial for our business and this decision was therefore concluded to be more profitable for our existing clients.
The partners of the firm are Alistair Fitt, Ian Jordan (Chartered Financial Planner), Bryan Pedersen and Ian Singleton and all of which are supported by our admin team. Our expertise covers the expanse of financial services including Discretionary Management (R01 & J10), Pension Transfer Specialists & Occupational Pension Transfers (AF3 & G60), Investment Management, Equity Release and Long Term Care.
Structured Products. Our rationale was that the products excluded are extremely unlikely to be required by our 'typical' investor. The costs and time required of maintaining appropriate knowledge and information on each product, in addition to the compliance and supervisory costs, were deemed non-commercial for our business and this decision was therefore concluded to be more profitable for our existing clients.
Services
Hereford Pension Investment & Mortgage Centre LLP is able to act on your behalf in advising you on investments and non-investment insurance contracts.
Investments - we offer a restricted advice service.
We will recommend investments from the whole of the market but do not currently advise on specific types of investment i.e. unregulated collectives and structured products.
You may ask us for a list of the types of products we advise on.
Non-investment protection contracts - we offer non-investment protection products e.g. term assurance, income protection and critical illness from a range of insurers.
Investments - we offer a restricted advice service.
We will recommend investments from the whole of the market but do not currently advise on specific types of investment i.e. unregulated collectives and structured products.
You may ask us for a list of the types of products we advise on.
Non-investment protection contracts - we offer non-investment protection products e.g. term assurance, income protection and critical illness from a range of insurers.
Hereford Pension Investment & Mortgage Centre LLP is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 409112 http://www.fca.org.uk/register.
Registered in England & Wales, No. OC309056.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Financial Services Register No: 409112 http://www.fca.org.uk/register.
Registered in England & Wales, No. OC309056.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The HPIMC Financial Planning Service Proposition is built upon the principles of expert advice, professional objectivity, a dedicated approach to client service and financial solutions tailored to the specific needs of our clients.
Helping individuals and businesses to accumulate, preserve and transfer their wealth has become more complex over the past few years.
With so many choices available to the individual it is essential that you have access to the right advisers to look after your finances both now and in the future.
Helping individuals and businesses to accumulate, preserve and transfer their wealth has become more complex over the past few years.
With so many choices available to the individual it is essential that you have access to the right advisers to look after your finances both now and in the future.
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