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Alan Fosberry Independent Financial Adviser

Alan Fosberry Independent Financial Adviser

Riverside House, Newcastle upon Tyne ,
I have been a practioner in the financial services industry for the past 24 years giving advice on general banking, personal lending, mortgages, investments, protection and pensions. I work as a self-employed IFA partner of Positive Solutions (One of the UK's largest national independent financial advisor firms). I provide a wide range of bespoke whole of market financial services to individuals and companies. The emphasis is on maintaining a long term relationship with my clients, providing them with a source of trusted advice as their financial needs evolve over time. My business has grown and growing from introductions by existing clients and other long standing professional relationships. The trust and loyalty that has built up over time provides my clients with the confidence to recommend me and my services to their family, friends and work colleagues. Areas that I specialise in are; • Retirement planning • Onshore and offshore investments • Inheritance tax planning • Mortgages – residential and commercial •Protection (life, critical illness, income protection) Please note : Your home may be repossessed if you do not keep up repayments on your mortgage The value of investments and pensions can fall as well as rise. You may get back less than you invested. We will charge a fee in addition to any mortgage advice in addition to the lender.. The level of fees will vary according to individual circumstances, but will typically be £250. Positive Solutions (Financial Services) Ltd. is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate advice on some buy to let mortgages, commercial mortgages and matters of taxation including inheritance tax planning. Registered as a Limited Company In England And Wales No. 3276760 Registered Office:
Tel: 7832296873