Select Financial Solutions - Alan Halliday and Geoffrey Coulson
Telephone

01740 629640

Select Financial Solutions are authorised and regulated by the Financial Conduct Authority.

Select Financial Solutions are authorised and regulated by the Financial Conduct Authority.
FCA Registration number: 417502

With over 50 years' experience between them at providing tailored financial advice, Select Financial Solutions have worked together for many years and strive towards sustaining long-term relationships with every client.

Financial Services

Select Financial Solutions are a chartered financial planning partnership with advisors, Alan Halliday and Geoffrey Coulson, providing a wealth of knowledge and experience to make investing & planning retirement clear and personalised to each individual client.

We are regulated and bound by our Industry Regulator. We specialise in providing advice that is most suitable to your specific requirements, your attitude to risk and your personal objectives.

Not all Financial Advisors are truly independent - we are, and that means that we work entirely for the benefit of our clients.

This means we can recommend products across the whole market to provide you with the best advice and solutions for all your financial needs. We work on a fee basis.

Select Financial Solutions offer a private client service only.

Investments

  • ISA
  • Unit Trusts / OEICS
  • Investment Bonds
  • Ethical Social Governance Investments
  • Trustee Investments

Investment Solutions

  • Growing your Capital
  • Capital Protection on the Downside
  • Providing Tax Efficient Income
  • Tax Solutions
  • Regular Savings

Pensions

  • Options at Retirement
  • Personal Pensions
  • Stakeholder Pensions
  • Teachers' Pension Specialists
  • Defined Benefits

Pension Solutions

  • Saving for Retirement
  • Income at Retirement
  • Early Retirement Planning
  • Income Sustainability
  • Reviews

How We Work

Our service and process consists of 4 stages:

1

Initial Consultation.

To explain our service and to establish how we can be of assistance.

2

Financial Analysis and Recommendation.

We will carry out an extensive assessment of your personal financial position to establish your needs. Then furnish you with a full report.

3

Pensions / Investments.

We will process all recommendations agreed and keep you informed.

4

On-going Management Service.

We believe that it is essential to ensure that your financial plans and your investments continue to meet your lifestyle and objectives. Our service includes structured reviews and regular updates.

Not all Financial Advisors are truly independent – We are, and that means that we work entirely for the benefit of our clients.

This means we can recommend products across the whole market to provide you with the best advice and solutions for all your financial needs. We work on a fee basis.

Happy Clients

“Geoff Coulson has managed our family’s financial affairs for the past 17 years in a most professional, approachable, responsive, dependable, effective and totally trustworthy manner with our very best interest at heart.”
Mike & Evelyn Glen
"I have had my Pension with SFS since the Company began back in 2004, and during that time under their expert guidance and advice my Pension has grown considerably. I have always found SFS helpful and readily available to answer any of my questions and give a full and detailed explanation. Their advice has been invaluable to me over the years and i would be happy to recommend them."
Phil Hedges, retired Managing Director
"Select provided a good financial stocktake of our finances and delivered excellent advice tailored to our future needs and circumstances. The service we received was professional, knowledgeable and very friendly."
Bernie Snowball, retired Project Engineer

Contact Information

Mr Alan Halliday

Partner
Mobile: 07768 660893  /  Email: alan@sfsne.co.uk

Mrs Nichola O’Neill

Financial Administrator
Email: nichola@sfsne.co.uk

Mr Geoffrey Coulson

Partner
Mobile: 07539 500580  /  Email: geoff@sfsne.co.uk

Select Financial Solutions, 11 North End, Sedgefield, County Durham, TS21 2AZ
Telephone: 01740 629640

Select Financial Solutions - Alan Halliday and Geoffrey Coulson

©Copyright 2020, All Rights Reserved.

Select Financial Solutions North East LLP are authorised and regulated by the Financial Conduct Authority. FCA Registration number: 417502. Company Registration number: OC310154. Your home may be repossessed if you do not keep up repayments on your mortgage. Not all buy to let mortgages or Commercial Mortgages are regulated by the Financial Conduct Authority. There will be a fee for mortgage advice. The precise amount will depend upon your circumstances. However this is typically £250. Advice regarding wills is not regulated by the Financial Conduct Authority.

Designed by happyleaves.com