Family First Financial Services Ltd

At Family First, we are a passionate team of dog lovers and dedicated professionals, committed to helping our clients achieve their financial goals. We pride ourselves on providing a personal and tailored service, exceeding our clients' expectations and building long-term relationships.

Our Services

We understand that life can be unpredictable, and it's essential to have a plan in place to protect yourself and your loved ones. Our team is dedicated to helping you plan for all aspects of your financial life, including:

Protecting You and Your Family

We believe it's crucial to assess your income and livelihood to ensure your family's financial security in the event of unexpected events, such as illness or death. We can help you calculate your needs, review your existing cover, and identify any potential gaps in your protection.

Planning for Your Retirement

Retirement is a well-deserved break from the hustle and bustle of daily life. We can help you assess your dreams and goals for retirement, comparing them to your existing provision to offer advice on the best pension provision for you.

Saving and Investing

Whether you're saving for a specific goal, such as a child's education or a special anniversary, or simply want to grow your wealth, we can help you develop a savings or investment strategy tailored to your needs and risk tolerance.

Buying Property

Buying a home or investing in property can be a significant milestone. Our expert advisors will guide you through the entire process, from calculating your borrowing capacity to selecting the best mortgage deals.

Protecting Your Property and Other General Insurance

From car insurance to travel insurance and home buildings and contents cover, we have access to major insurers and can help you find the most cost-effective cover for your needs.

Other General Advice

As part of our review, we always look at important aspects of your financial life, including your will, potential Inheritance Tax liabilities, and the benefits of trust funds. We're committed to providing you with expert guidance and support to ensure your financial well-being.

Meet the Team

Our team is made up of experienced professionals dedicated to helping you achieve your financial goals. Meet our Managing Director and Independent Financial Adviser, Mark Horner, and our Senior Advisor, Stu Stonehouse.

Our Qualifications

Mark Horner:

• Level 4 Diploma in Financial Planning
• Certificate in Mortgage Advice and Practice
• Lifetime Mortgages
• Home Reversions
• Savings & Investments

Stu Stonehouse:

• Level 4 Diploma in Financial Planning
• Certificate in Mortgage Advice and Practice
• Savings & Investments

Our Mission

At Family First, we're passionate about helping our clients achieve financial freedom and peace of mind. We're committed to providing expert advice, guidance, and support to ensure your financial well-being.