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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.
