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Wealth Management

  • What is the best Mortgage Deal I can get?
  • Reducing the cost of Life Cover!
  • Have I got enough to Retire on?
  • Private Medical Insurance? – Yes, certainly worth having!

We can arrange for an IFA (Independent Financial Adviser) to answer to these and many more questions you may have at a FREE Initial Consultation with him at our offices. – you can ask them as many questions as you like, as it is your Free Meeting.

Some of the popular areas covered at a typical Meeting with the IFA are:

  • What is my current Pension worth and how much will I be able to retire on, and also when?
  • What other options do I have for my Savings & Investments to get me a better rate of return?
  • Am I getting a good deal on my Mortgage?
  • What assets have I got and what am I actually worth?
  • Upon death, will my Estate trigger off an IHT (Inheritance Tax) Bill for my family?
  • How will my Family cope financially if anything happens to me?
  • How do I pay all my household bills if I am seriously ill?
  • Covering the Family - Private Medical insurance
  • Saving Tax! - Relevant Life Plans paid by my own Limited Company.

Please contact us on 01405 767247 or E-mail us on and book your Free initial no-obligation consultation with an IFA.

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