- Investment Bonds
- Investments
- ISAs (Individual Savings Accounts)
- OEICs (Open-ended Investment Company) and Unit Trusts
- Portfolio Planning
- Savings
The value of investments can fall as well as rise,
and you can get back less than you invested. |
- Annuities
- Drawdown
- Group Pensions
- Personal Pensions
- Pre-retirement planning
- Post-retirement planning
- SIPPs (Self-Invested Personal Pensions)
- Stakeholder Pensions
- Executive Pension Planning
The value of pensions can fall as well as rise,
and you can get back less than you invested.
Please note that Group Pensions are not regulated
by FCA.
|
- Critical Illness
- Income protection
- Life Assurance
- Whole of Life
- Mortgage Protection
- Buildings and Contents
- Business Protection
- General Insurance
|
- Inheritance Tax Planning
- Tax Advice
Tax planning is not regulated by the Financial
Conduct
Authority. |
- Mortgages
- Buy-To-Let
- Remortgages
- Commercial Mortgages
Your home may be repossessed if you do not keep
up repayments on your mortgage.
There may be a fee for mortgage advice. The precise
amount will depend upon your circumstances but we estimate that
it will be £400.
Buy-To-Let and Commercial Mortgages are not regulated
by the Financial Conduct Authority (consumer buy to lets are).
|
- Release Equity in your home
- Lifetime Mortgages
This is a lifetime mortgage. To understand the features
and risks please ask for a personalised illustration. |
Unless you make a will, you cannot guarantee
that your belongings will be distributed as you want when you
die.
If you die without a Will (Intestate) your family has to sort
out many administrative items and are obliged to the decisions
made by law as to who inherits what, decisions you should have
really already made by writing a Will.
Will writing is not regulated by the Financial
Conduct
Authority. |
Below listed are links which you may also find useful;
Use the simple Benefits Checker to work out how much you could claim on
Entitledto.com
Seemingly inexpensive pleasures we take for granted soon add up. So, just by cutting out one or two a week you could save enough to buy a substantial amount of protection .Try it yourself at BrightAdvisor.co.uk
Golden Charter Funeral Bonds: https://www.50plusfuneralplans.co.uk/?pid=309166 (not regulated by the FCA)
|