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About Provident Solutions - click here for more details

Provident Solutions are Independent Financial Advisers directly regulated by the Financial Conduct Authority and have over 25 years experience in financial services, providing expertise across an integrated range of financial services. As Independent Financial Advisers (IFAs) we are the only type of financial advisers who are able to select from all of the products available in the marketplace - making sure you get the right product for your individual needs.

Paul Smith our Managing Director is a Chartered Financial Planner and holds the following qualifications in addition to the full Financial Planning Certificate:

  • AFPC - Advanced Financial Planning Certificate (CII)
  • R01 - Financial Services, Regulation and Ethics (CII)
  • DipPFS - Diploma in Financial Planning (PFS)
  • CertPFS - Certificate in Financial Planning (PFS)
  • G10 - Taxation and Trusts (CII)
  • G20 - Personal Investment Planning (CII)
  • AF4 - Investment Planning (CII)
  • AF5 - Financial Planning Process
  • JO6 - Investment principles, markets and environment (CII)
  • SV1 - Saving & Investment (CII)
  • CF9 - Pensions Simplification (CII)
  • Certificate in Life & pensions (CII)
  • CeMAP - Certificate in Mortgage Advice and Practice (IFS)
  • CF7 - Certificate in Financial Planning and Lifetime Mortgage Activities (CII)
  • HR1 - Home Reversion Plans (CII)
  • Certificate in Equity Release (CII)
  • CF8 - Certificate in Financial Planning and Long Term Care Insurance (CII)

Chartered Financial Planner status is the pinnacle for the financial planning professional and Chartered Financial Planners are widely recognised as having attained, and maintain, the highest and most prestigious level of professional achievement.  Chartered Financial Planner status is the industry’s gold standard.

To become a Chartered Financial Planner individuals have to complete a suite of qualifications equivalent to the level of Bachelor Degree (BA, BSc). Currently there are a very small percentage of financial advisers nationally with this title. 

All Chartered Financial Planners have the highest ethical standards and are obliged to comply with the Personal Finance Societies Code of Ethics and Conduct. Chartered Financial Planners by achieving this title show a commitment not only to improving the financial service industry to be seen as a Profession like solicitors and accountants but show a commitment to advising their clients at the highest level.    

Provident Solutions are a regional IFA serving the whole of Leicestershire and are based in Great Glen & Wigston, Leicester. We take great pride in the quality of our customer service and our advisers provide a comprehensive and holistic approach to financial planning. We offer our clients a detailed 18 page financial report, covering all areas such as; Retirement Planning, Investments, Protection, Mortgages, Savings, Tax Mitigation and Inheritance Tax Planning. Alternatively we can just concentrate on a single area of financial planning (such as Investments, Inheritance Tax Planning or your Mortgage requirements) if this is your preference.

As well as receiving advice on their immediate requirements, our clients, (both corporate and private) receive ongoing advice and information, keeping them updated with changes in the financial market place as well as related legislation & taxation changes.

Our clients come from many different walks of life, many of our clients seek our advice as the result of a referral from an existing client or from one of the professional firms, (accountants and solicitors) who also utilise our services. We offer you the choice of either paying our fees directly or via a charge / deduction from the financial products that we recommend. We do not charge for our initial consultation meeting and this meeting is offered without any obligation on your part.

When we recommend any financial products we always first take into account the benefits provided including; performance, charges, flexibility, service and financial strength of the company we recommend, to ensure you are given the most ‘suitable advice'. This means that we first gain a full understanding of your circumstances and requirements before helping to choose any financial products (we will record your information so you can double-check that we really have understood your needs). In addition, when recommending a product we provide you with a written ‘reasons why’ we think that it is right for you. This ensures that you are fully informed before committing yourself to any financial decision.

We offer a friendly and professional advisory service and our clients are always happy to recommend our services and this can be seen by viewing the testimonials page of our site by clicking on the link at bottom of the page. Please do contact us on 0116 2592371 to discuss any financial matters or to arrange an initial meeting.

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The information contained in this web site is for general information only and is not financial, investment, insurance, taxation or mortgage advice. It is also subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. If you would like to discuss a particular issue or generally ask us how we can advise on your particular situation then please contact us on 0116 2592371. The FCA does not regulate all forms of the products or services we provide. "YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE" "Loans subject to status and Lenders' terms and conditions" "Written details on request"

Provident Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA) and entered on the FCA Register (http://www.fsa.gov.uk/register/home.do) under Number 228862


Provident Solutions Ltd
Kingston House, Meadow Hill Great Glen, Leicester, LE8 9FX.
Tel : 0116 2592371 Fax : 0871 750 2621 Mobile : 07887 582603 Email :hello@providentsolutions.co.uk
Registered in England No. 4705732 Registered Office as stated. Directors: Paul Smith, Lisa Smith.
Provident Solutions Ltd is Authorised and Regulated by the Financial Conduct Authority No 228862

 

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