Trim here for inner fold

Our servicesIn our experience, many people have had a ‘bits and pieces’ approach to their fi nancial planning, often with little or no ‘joined up thinking’. All too often existing arrangements have been sold to them with insuffi cient clarity or purpose.

We offer a truly holistic approach covering all aspects of fi nancial planning with a view to structuring a personalised and tailored plan.

Remember that all of your fi nancial decisions are interrelated, and only by consolidating all your planning under one roof, can you really gain control of knowing that everything is being taken into account in a meaningful way.

Financial planning is a dynamic and ever evolving process. Your fi nancial goals will change throughout life due to changes in circumstances such as birth, marriage, inheritance, death, house move etc. Pebble Financial works alongside you to revise your plans to refl ect these changes in order to ensure your shorter and longer term goals are achieved.

Bespoke, Lifetime Financial Planning

How to contact usLocated in prestigious offi ces in the Adur Business Centre, Ropetackle development in Shoreham High Street, we are pleased to welcome clients to our offi ces as well as offer home visits for consultations.

Please telephone or email us if you would like more specifi c information about our services.

We are happy to make an appointment for you to meet either at our offi ces, your home or place of work for an initial consultation without any obligation or charge. You are assured of a friendly and highly personal service.

Pebble Independent Financial Services LtdAdur Business Centre, Little High Street,

Shoreham by Sea, West Sussex, BN43 5EG

Tel: 01273 467535 Fax: 01273 467537Email: info@pebble-fi nancial.co.ukWeb: www.pebble-fi nancial.co.uk

Pebble Financial Services Ltd an appointed representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Services Authority.

Pebble 6pp DL Leaflet 0709.indd 1 30/06/2009 14:03

Trim here for inner fold

A trusted and established companyPebble Financial was formed in 2006 by Managing Director Jason Finch who was a Director of a firm of IFA’s in London for the previous 10 years.

Our team of Independent Financial Advisers boasts over 60 years of combined relevant financial services experience.

Professional qualificationsEach of our advisers are fully qualified to provide whole of market advice on all aspects of financial planning.

We all are striving towards advanced qualification levels in line with the FSA’s requirements by the end of 2012.

We follow strict codes of conduct and hold a full suite of various licences, insurances and qualifications to ensure clients remain fully protected at all times.

Our propositionAs ‘whole of market’ Independent Financial Advisers, we cover all aspects of a client’s personal and corporate financial planning needs with a holistic approach, including pension planning, protection, mortgages, investments, savings etc.

‘Whole of market’ means we are not tied to one single provider or building society which would limit the choice to only one suite of products and funds.

We research the entire market-place before making any recommendations and we are happy to work on either a commission or fee based basis.

Our rolePebble Independent Financial Services Ltd are ‘whole of market’ advisers.

Our objective is to provide a highly personal, bespoke financial planning service to both existing and new clients who appreciate building a trusted and valued relationship throughout their lives.

We fully adopt the Financial Services Authority’s approach to ‘Treating Customers Fairly’ and this is an integral process of the way

we transact our business.

Pebble Financial promises and Pebble Financial delivers.

Our mission

statement

is simple:

‘To always act

in the very

best interests

of our clients

and to provide

a professional,

clear and friendly

advisory service’.

Pebble 6pp DL Leaflet 0709.indd 2 30/06/2009 14:03

Trim here for inner fold

A trusted and established companyPebble Financial was formed in 2006 by Managing Director Jason Finch who was a Director of a firm of IFA’s in London for the previous 10 years.

Our team of Independent Financial Advisers boasts over 60 years of combined relevant financial services experience.

Professional qualificationsEach of our advisers are fully qualified to provide whole of market advice on all aspects of financial planning.

We all are striving towards advanced qualification levels in line with the FSA’s requirements by the end of 2012.

We follow strict codes of conduct and hold a full suite of various licences, insurances and qualifications to ensure clients remain fully protected at all times.

Our propositionAs ‘whole of market’ Independent Financial Advisers, we cover all aspects of a client’s personal and corporate financial planning needs with a holistic approach, including pension planning, protection, mortgages, investments, savings etc.

‘Whole of market’ means we are not tied to one single provider or building society which would limit the choice to only one suite of products and funds.

We research the entire market-place before making any recommendations and we are happy to work on either a commission or fee based basis.

Our rolePebble Independent Financial Services Ltd are ‘whole of market’ advisers.

Our objective is to provide a highly personal, bespoke financial planning service to both existing and new clients who appreciate building a trusted and valued relationship throughout their lives.

We fully adopt the Financial Services Authority’s approach to ‘Treating Customers Fairly’ and this is an integral process of the way

we transact our business.

Pebble Financial promises and Pebble Financial delivers.

Our mission

statement

is simple:

‘To always act

in the very

best interests

of our clients

and to provide

a professional,

clear and friendly

advisory service’.

Pebble 6pp DL Leaflet 0709.indd 2 30/06/2009 14:03

Trim here for inner fold

A trusted and established companyPebble Financial was formed in 2006 by Managing Director Jason Finch who was a Director of a firm of IFA’s in London for the previous 10 years.

Our team of Independent Financial Advisers boasts over 60 years of combined relevant financial services experience.

Professional qualificationsEach of our advisers are fully qualified to provide whole of market advice on all aspects of financial planning.

We all are striving towards advanced qualification levels in line with the FSA’s requirements by the end of 2012.

We follow strict codes of conduct and hold a full suite of various licences, insurances and qualifications to ensure clients remain fully protected at all times.

Our propositionAs ‘whole of market’ Independent Financial Advisers, we cover all aspects of a client’s personal and corporate financial planning needs with a holistic approach, including pension planning, protection, mortgages, investments, savings etc.

‘Whole of market’ means we are not tied to one single provider or building society which would limit the choice to only one suite of products and funds.

We research the entire market-place before making any recommendations and we are happy to work on either a commission or fee based basis.

Our rolePebble Independent Financial Services Ltd are ‘whole of market’ advisers.

Our objective is to provide a highly personal, bespoke financial planning service to both existing and new clients who appreciate building a trusted and valued relationship throughout their lives.

We fully adopt the Financial Services Authority’s approach to ‘Treating Customers Fairly’ and this is an integral process of the way

we transact our business.

Pebble Financial promises and Pebble Financial delivers.

Our mission

statement

is simple:

‘To always act

in the very

best interests

of our clients

and to provide

a professional,

clear and friendly

advisory service’.

Pebble 6pp DL Leaflet 0709.indd 2 30/06/2009 14:03

Trim here for inner fold

Our servicesIn our experience, many people have had a ‘bits and pieces’ approach to their fi nancial planning, often with little or no ‘joined up thinking’. All too often existing arrangements have been sold to them with insuffi cient clarity or purpose.

We offer a truly holistic approach covering all aspects of fi nancial planning with a view to structuring a personalised and tailored plan.

Remember that all of your fi nancial decisions are interrelated, and only by consolidating all your planning under one roof, can you really gain control of knowing that everything is being taken into account in a meaningful way.

Financial planning is a dynamic and ever evolving process. Your fi nancial goals will change throughout life due to changes in circumstances such as birth, marriage, inheritance, death, house move etc. Pebble Financial works alongside you to revise your plans to refl ect these changes in order to ensure your shorter and longer term goals are achieved.

Bespoke, Lifetime Financial Planning

How to contact usLocated in prestigious offi ces in the Adur Business Centre, Ropetackle development in Shoreham High Street, we are pleased to welcome clients to our offi ces as well as offer home visits for consultations.

Please telephone or email us if you would like more specifi c information about our services.

We are happy to make an appointment for you to meet either at our offi ces, your home or place of work for an initial consultation without any obligation or charge. You are assured of a friendly and highly personal service.

Pebble Independent Financial Services LtdAdur Business Centre, Little High Street,

Shoreham by Sea, West Sussex, BN43 5EG

Tel: 01273 467535 Fax: 01273 467537Email: info@pebble-fi nancial.co.ukWeb: www.pebble-fi nancial.co.uk

Pebble Financial Services Ltd an appointed representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Services Authority.

Pebble 6pp DL Leaflet 0709.indd 1 30/06/2009 14:03

Trim here for inner fold

Our servicesIn our experience, many people have had a ‘bits and pieces’ approach to their fi nancial planning, often with little or no ‘joined up thinking’. All too often existing arrangements have been sold to them with insuffi cient clarity or purpose.

We offer a truly holistic approach covering all aspects of fi nancial planning with a view to structuring a personalised and tailored plan.

Remember that all of your fi nancial decisions are interrelated, and only by consolidating all your planning under one roof, can you really gain control of knowing that everything is being taken into account in a meaningful way.

Financial planning is a dynamic and ever evolving process. Your fi nancial goals will change throughout life due to changes in circumstances such as birth, marriage, inheritance, death, house move etc. Pebble Financial works alongside you to revise your plans to refl ect these changes in order to ensure your shorter and longer term goals are achieved.

Bespoke, Lifetime Financial Planning

How to contact usLocated in prestigious offi ces in the Adur Business Centre, Ropetackle development in Shoreham High Street, we are pleased to welcome clients to our offi ces as well as offer home visits for consultations.

Please telephone or email us if you would like more specifi c information about our services.

We are happy to make an appointment for you to meet either at our offi ces, your home or place of work for an initial consultation without any obligation or charge. You are assured of a friendly and highly personal service.

Pebble Independent Financial Services LtdAdur Business Centre, Little High Street,

Shoreham by Sea, West Sussex, BN43 5EG

Tel: 01273 467535 Fax: 01273 467537Email: info@pebble-fi nancial.co.ukWeb: www.pebble-fi nancial.co.uk

Pebble Financial Services Ltd an appointed representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Services Authority.

Pebble 6pp DL Leaflet 0709.indd 1 30/06/2009 14:03