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0845 269 4152

Libra Associates, financial advisors in Sunderland

Terms and Conditions

This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Libra Associates for advice.

Privacy Statement 

In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services.

By providing us with your personal data:

1. You agree that the information we hold about you can be held on computer and/or paper files, in accordance of the Data Protection Act 1998, and any subsequent amendments thereto.

2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by the Financial Services Authority for investigative work.

3. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of benefit to you.

4. We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at:

Libra Associates

 

Mortgages/Protection

Its never been more than in the current climate important to seek Independent Financial Advice.

Libra Associates have over 25 years experience in finding the right products to suit your own particular needs.

Learn more about about how we can help you get what is right for you

Pension concerns

Are you concerned that when you retire there’ll be
no money in the governments pension pot for you
and your partner?

Are you concerned that your existing pension may be under-performing?

If so, then Libra Associates can review your situation and help you get back on track for the comfortable retirement that you deserve.

Learn more about how we can help you get what is right for you