Quick Enquiry
Reasons to use us
- First place you should look
- All providers available
- We are totally independent
- We do the paperwork for you
- No salesman will call
- You speak to us only
- No fee charged for Investment
- Fund research facility free
- Member log in to view your holdings
- Fund switching options
- We offer a quick easy service
- First rate service
First Place Financial Ltd is one of the UK's leading discount brokers on line, with over 18 years experience in the insurance industry bringing you the best performing investments at market leading discounts.
Our loyalty lies with our customers because at First Place Financial Ltd, our customers come first. We are here to help you with key areas of financial services.
We aim to provide you with a discounted means that is to your benefit to invest via our website into single premium ISA, Unit Trust and OIEC. We also offer enhancements on PEP and ISA transfers via our company. We also aim to enhance Investment Bonds offered via our website subject to providers criteria at the time.
We aim to provide you with hands on fund management of your investments via our website link in order that you may make your own investment decisions. In order to help you we provide up to date fund information so you can track funds and research before making an investment decision. We also provide you with up to date news feeds and FTSE information.
We embrace technology and aim to utilize the best on line systems available to provide you with a second to none service. As these become available we will review them and utilize them on this website if they are a benefit to us and our customers.
We offer Pensions for the following categories. Self Employed, who have no pension. Employed, where there is no company scheme available.
Should you have various pension funds from different providers we offer a service where we will contact all of your providers and obtain fund information plus projected retirement figures. We will then compare these with the option of transferring all schemes to one provider with the aim of pension simplification for yourself which also could result in a reduction in overall charges plus the ability to manage the fund and contribute a regular premium should you wish to.
We also offer the service similar to above for Pension Drawdown now known as Unsecured Pension (USP) which aims to unlock your benefits and provide you with a tax free cash lump sum if required plus an income and the ability for you to manage your funds.
