About Abbeygate Financial Planning
Abbeygate Financial Planning Ltd is a specialist mortgage and insurance company based in the North West, but providing customer solutions throughout the UK.
We specialise in all types of mortgages, business insurance and protection, family and individual life and health insurance, and wills. Our clients range from single first-time property buyers, to companies looking to protect income should one of its key people die or become critically ill.
Our company and processes are built on extensive business knowledge, professional expertise, and excellent customer care. We know that every customer has a huge choice of providers, and we work hard to ensure that each one of ours has no need or desire to look to other firms.
We acknowledge that every customer is different, and our financial planning approach is adapted to every situation presented to us. We look to overcome problems, and will not turn away the more difficult or complex cases just because they take more time or effort.
We believe in ‘plain speak’ and transparency, making sure that customers understand the pros and cons of every solution that we present to them.
Experience & Qualifications
Stephen Iacovou, CMC MIC, Cert CII (MP & ER), AIPW
· Chartered Management Consultant
· Qualified Mortgage & Equity Release Specialist
· Associate of the Institute of Professional Willwriters
Stephen specialises in mortgages and protection, working with individuals, families and business owners to provide residential and buy-to-let mortgages, family and business protection policies, and secured loans.tephen’s mortgage clients range from first-time-buyers to experienced buy-to-let landlords with several properties in their portfolios. Passionate about protection, he helps individuals and companies understand the financial foundations that protection planning provides.
Coming from a business management and consultancy background, he recognises the difficulties that people in the self-employed and small-business sector face. Many struggle to find time to put the right personal and business protection in place, and a great number encounter difficulty when trying to raise money for commercial or residential property.
Abbeygate Financial Planning Ltd is registered as a limited company in England and Wales (08185559) and is an Appointed Representative of LJ Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority.
Abbeygate Financial Planning Ltd is an associate of APS Legal & Associates Ltd, and complies with the IPW Code of Practice when providing advice on Wills, Trusts, Lasting Powers of Attorney and Estate Planning.
Having visited Stephen to discuss my complicated financial situation, I found him to be extremely professional, discrete and knowledgeable about the different options open to me. Stephen worked tirelessly to find me a solution that met my needs and resolved financial issues that I couldn’t have done on my own. His access to different providers in the market is second to none and this combined with his experience, opens up avenues that wouldn’t normally be accessible on the high street. He is always efficient, communicates regularly and put my mind at rest on numerous occasions. Having also worked with Stephen previously for arranging my life assurance, I couldn’t recommend him highly enough as a trusted and safe pair of hands.
- Nicola D - Consolidation mortgage & Protection Policies
Stephen provided an excellent service for us and with his support we were able to purchase our first house. He offered exceptional advice that was easy to understand and explained all the kinds of mortgages and helped us to decide what we could afford. He also put together a protection plan that fit with our budget now – with a plan to increase our cover as we can afford it.
- Dave & Hannah Mumford - First Time Buyers