Our main financial services
We offer a full range of financial services and have highlighted three of our most popular below.
WELCOME TO Probert Financial Ltd
A leading financial planning and wealth management company
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. We listen to those needs, together with your hopes and your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Our plan for you
Probert Financial Ltd is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 940827.
Registered office: Unit 11 Hunthay Business Park, Axminster, EX13 5RJ.
Registered in England and Wales Number: 12500388
Location photography by Ewins Aerial Photography