Linear Financial Management
Welcome to Linear Financial Management Ltd
At Linear Financial Management Ltd we endeavour to provide you with a high level of financial planning advice. Your interest will always be paramount to our advice process and in order for us to achieve this we will:
- Be open, honest and transparent in all our dealings with you
- Act with full integrity at all times
- Provide clear and timely communications
- Avoid using any jargon allowing you to understand your financial matters in simple terms.
- Prioritise your interests above ours
- Ensure no conflicts of interest.
We provide independent investment advice. An Independent adviser must consider all possible options for you and do so free from any restrictions or bias.
Our initial meeting will be complimentary providing you with the opportunity to learn about the services Linear Financial Management Ltd offer and how they might be suitable for you. It will also allow us to gain a full understanding of your personal and financial circumstances and establish your financial goals/objectives.
contact Us
If you’re interested in any of our services please call our office on 01432 800 830, email us at info@linearfm.com or complete the form below and we’ll get back to you as soon as possible.
Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. For more information please see our Privacy Policy.
Our Clients
"We would highly recommend Linear Financial Management Ltd to anyone wishing to ensure their finances are working as hard as possible for their short, medium and long term financial health."
"Ben's advice has proved to be 'spot on', and the ongoing service provided by him and his team has been exemplary. I would fully recommend Ben Jones/Linear Financial Management Ltd."
Areas of Advice
Retirement Planning
Although we cannot predict the future we are able to help plan for your retirement with strategy that is tailored to you.
Wealth Management
We will help you create a personal and unique portfolio that is suitable to your financial aspirations.
Tax Planning
We recognise the value of your money, ensuring your portfolio is structured tax efficiently.
Personal Protection
We appreciate and understand the vulnerabilities of life and the financial impact it may have on you and your family.
Business Protection
Planning for the unexpected ensuring your Business may continue should the worse happen.
Responsible Investing
We believe investing responsibly and sustainably are key components in helping achieve the future we all desire.