Our Statement

We believe that customer interaction centred on friendly, informative and well-advised conversations is the best way of determining what is in the customer’s best interests.

We offer you a unique service with the sole aim of mapping out a comfortable and fruitful financial future for you and your familiy. We believe customer interaction centred on friendly, informative and well-advised conversations is the best way of determining what is in your best interest. Your financial situation is unique, so is the service offered by CL Financial Services. We will take time to understand your goals and make financial recommendations based on a detailed and expert analysis of your needs on a face to face basis. This will ensure you always fully understand the recommendations and are happy with your financial plan. We also believe that a solid, ongoing review service is key and equally important.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Our Services

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Investments

Buildings and Contents Insurance       Commercial Insurance

Employed        Self Employed        Nearing Retirement        At Retirement

Life Cover        Critical Illness Protection        Income Protection        Mortgage Protection        Inheritance Tax Planning

Isa’s        Investing for Income/Growth        Investment Bonds       Unit Trusts

Pension Planning

Protection

Insurance Services

The value of the investment can go down as well as up and you may not get back as much as you put in.

Tax treatment varies according to individual circumstances and is subject to change.

The value of the pension can go down as well as up and you may not get back as much as you put in.

Tax treatment varies according to individual circumstances and is subject to change.

There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk.

The Financial Conduct Authority does not regulate on Estate Planning.

Will Writing is not regulated by the Financial Conduct Authority.

Contact us

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C A R L O   L U C C H E S I

Director and Financial Planner

A L I S O N    L U C C H E S I

Director

C L Financial Services (Enniskillen) Ltd

First floor  •  12 New Street  •  Enniskillen  •  Fermanagh  •  BT74 6AH

Phone 0044 (0) 28 6632 0648

Email info@clfinancialservices.com

www.clfinancialservices.com

 

Registered in Northern Ireland, Incorporation number NI644527.

C L Financial Services (Enniskillen) Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited,

which is authorised and regulated by the Financial Conduct Authority. Company No:NI644527 Directors: Carlo Lucchesi Dip FA · MLIBF · Financial Adviser · Alison Lucchesi

 

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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