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YOU
will receive professional advice about
where your financial arrangements are
already good, and where they're
inadequate (or not covered at all).
You'll also have our help to decide how
much provision you need to make, and the
order of priority in dealing with your
finances. And of course it will all be
sensibly balanced in relation to your
current income and your prospects
In almost all cases we are able to make
arrangements which clients would be
unable to make for themselves.
All our
proposals will be fully explained and
costed, so that you'll know exactly what
and why before you agree to anything.
You can
choose how we are paid for mortgages:-
pay a fee, usually 0.3% of the loan, or
we can accept commission from the
lender. |
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IF
you would like to be kept informed about
new articles, visit our website and sign
up for our news letter.
You will be
given a username and password which will
allow you to access our Client Services
Secure Area.
You will then be able to amend your
personal details and select your
Financial Goals as follows:-
Protection
for the family in the event of your
death
Income protection in the event of
illness
Providing a cash sum in the event of
serious illness
Providing a good return on your Savings
/ Investments
Funding for future education fees
Planning for your retirement
Reducing your tax bill
Mitigating possible inheritance tax
Increasing your income
Raising money
Capital Investment
House purchase or re-mortgaging
Your home may be repossessed if you do
not keep up repayments on your mortgage. |
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