Research Independent Financial Services Ltd

At Research Independent Financial Services Ltd, we have been providing expert financial advice to individuals and businesses for over 30 years. Our mission is to deliver tailored solutions that meet our clients' unique needs and goals. We are a firm of independent financial advisers, specialising in providing expert advice on retirement solutions, tax-efficient investments, inheritance tax planning, and personal protection.

Our Approach

At Research, we take the time to understand your specific circumstances and goals, which we prioritise before making any recommendations. We believe in providing a seamless service, often working closely with other professionals, such as accountants and solicitors. Our team is committed to delivering an exceptional level of service, built on honesty, reliability, and a passion for helping our clients achieve their financial aspirations.

Our Services

We offer a comprehensive range of financial planning services, catering to individuals and businesses alike. Whether you're looking to plan for retirement, generate income, save for a specific goal, or create a secure financial foundation for the future, we are here to guide you every step of the way.

Investments

Our investment experts will work closely with you to understand your risk tolerance, investment goals, and time horizon. We offer a range of investment solutions, including sustainable investing, to help you achieve your financial objectives while aligning with your values.

Retirement Planning

In today's complex pensions landscape, it can be challenging to navigate the individual and group pensions market. Our expert team is well-equipped to help you make informed decisions about your retirement planning, ensuring you achieve your goals in a tax-efficient manner.

Protection

Your wealth and personal protection are essential to securing your financial future. We can help you protect your family's financial security, providing peace of mind and confidence in the event of an unexpected life event.

About Us

At Research Independent Financial Services Ltd, we pride ourselves on our commitment to providing exceptional service and guidance to our clients. Our staff, led by Managing Director Peter Page, have decades of combined experience in the financial services industry. We are proud to have established long-standing relationships with many clients, who continue to trust us as their trusted financial advisors.

Our Premises

Our office is located in a beautiful late Victorian town house in Darlington, easily accessible from the A1M and major transport links. We invite you to visit us and experience our warm and welcoming atmosphere.