Send over the clients info and we'll get in contact:

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*Data Protection Declaration
Churchside Financial Planning Ltd and First Complete Ltd will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidential now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts. To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for the duration of any contract you may enter into. You have the right to inspect these records at any time.

Basic documents required at initial / mortgage appointment:

Print off Document list
1.Client Document Checklist.pdf
Adobe Acrobat document [55.3 KB]

Book the client an appointment here:

You can book an appointment at our office below - ChurchsideFP, 46 Halliwell St, Chorley, PR7 2AL. We are located at the side of Saint Georges Church. We have free parking.

Please inform client of the basic documents needed above.

 

Churchside Financial Planning Ltd

Tel: 01257 270729

 

 

 

If you have any queries or wish to make an appointment, please contact us:

Tel: 01257 270729

Email: Info@churchsidefp.co.uk

Or use our contact form.

Get social with us.

How To Make A Complaint
How to make a complaint.pdf
Adobe Acrobat document [25.7 KB]
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-YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. - Most Buy-to-Let mortgages are not regulated by the Financial Conduct Authority -Registered in England and Wales - Churchside Financial Planning Limited is an appointed representative of PRIMIS Mortgage Network, a trading name of First Complete Limited. First Complete Limited is authorised and regulated by the Financial Conduct Authority. - The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK. - Registered office address - Unit 20b Yarrow Business Centre, Yarrow Road, Chorley, United Kingdom, PR6 0LP - Registration number - 07006759 - Trading address - 81 Longworth Avenue, Coppull, Chorley, Lancashire, PR7 4PJ - We will charge a broker fee of between £0 and £499, payable on completion. The amount we charge is dependent on the amount of research and administration that is required.