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MEMBERSHIP SERVICES FINANCES SURGERIES

 

Membership Services provide independent financial advice through Liverpool Victoria and Lighthouse Temple. Surgeries are held at regular, two-monthly intervals at Abbey Wood. The next surgery will be on on Tuesday 27th June 2017 and will be with David Adkins Cert. PFS Cert. CII(ER) MAQ.

Independent financial advice can only be given by registered Independent Financial Advisors (IFAs) who are bound by law to give suitable advice by recommending the most suitable product from the market as a whole.
David is able to offer advice in the following areas:

  1. Retirement planning
  2. Savings and investment
  3. Mortgage related protection and savings policies
  4. Mortgages and remortgages. Including residential, buy to let and equity release
  5. Tax planning, including inheritance planning
  6. Life assurance, income protection and critical illness cover
  7. Long term care cover.

     

    David will be available between 10:00 and 12:00 for individual appointments. Should you want an individual appointment with David please contact me and I will arrange a time.

     

    If the surgery date or the Abbey Wood location is not convenient, David is available for individual appointments either in the workplace or at a member's home. Please let me know if you would like to make use of this service and I will arrange for David to contact you. Alternatively you can contact him yourself on 07703 567091 or email david.adkins@lighthousetemple.co.uk

     

     

    Steve Robinson

    Abbey Wood (9679) 30355 or 030 679 30355

    Steve.Robinson549@mod.gov.uk