Independent Financial Advice

Independent Financial Advice you can trust, specifically for the Police

 
  • We're driven by our members' needs because we're part of the Police Mutual Group.
  • We don't charge large up-front fees and where possible, we link our charges to performance.
  • All our advisers are qualified to an advanced level with many years experience of helping Police Officer, Staff and their families.

Independent Financial Advice Benefits

We offer friendly independent advice for serving and retired Police employees and their families.  We can help with:

  • Investment
  • Retirement planning
  • Commutation advice
  • Pensions
  • Second career planning
  • Equity release schemes
  • Long-term care
  • Inheritance tax planning

Meet Our Independent Financial Advice Team

Our independent financial advice team are all qualified to an advanced level, with long experience of helping serving and retired Police employees and their families.

IFA team

Jim Patten

Jim Patten

Independent Financial Adviser

Jim joined our team in 1998 and so has substantial experience of providing a financial planning service to members of the Police.

Like all our advisers, he is qualified to an Advanced level, and specialises in investment planning and equity release advice.

Ray Clerkin

Ray Clerkin

Independent Financial Adviser

Ray qualified as a financial adviser in 1990 and has advised retired and serving police officers and their families since 2001.

He is currently a member of the Personal Finance Society/Chartered Insurance Institute at Diploma level and is working towards Chartered Financial Planner Status.

Ben Vickers

Ben Vickers

Independent Financial Adviser

Ben joined the financial services industry in 1992 having previously spent three and a half years working in a Lloyd's brokerage in London. During his time in the industry, he has worked on a variety of projects and has many years experience as an adviser.

Ben specialises in investment and pension planning and takes pride in assisting his clients to meet their personal financial objectives.