First Place Financial Ltd is an independent Financial Adviser and Mortgage Broker firm dedicated to giving new and existing clients the best possible service and at the same time embracing all technology available to help us to help you.
On this website amongst other things you can source life assurance online, apply online or for example you can source a mortgage from the whole of the market and apply online if you wish. After you have applied and before the mortgage application has been submitted to the lender we will contact you to ensure that you are happy with the selected mortgage deal and it is suitable for you as a safety check.
We also have a comprehensive selection of options relating to Pensions and Investments.
As an existing client, via this site you can have access to our back office system which, when you have the passwords will give you a daily list of all your holdings which is updated daily. Not all companies subscribe to this but more are being added all the time.
Coming soon to this site you will be able to purchase an ISA online and also research insurance company fund statistics.