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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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