We establish your life goals, personal circumstances, aspirations and concerns.
Quality Financial Advice with a
What We Do
4 EASY STEPS TO SUCCESS – THE PROCESS IS QUITE SIMPLE
We collect your relevant personal and financial information. Assess your current position and discuss the type of products that will suit your needs.
We will prepare a personal report and recommendation to help you achieve your financial goals.
We will agree a plan to achieve your objectives and keep you informed each step of the way. We will also keep in touch and review your needs at regular intervals.
Capital sums for investing are acquired in many ways. These include inheritance, maturing savings policies, windfalls and proceeds from many years of saving. Investment types & requirements can be divided into short and long term needs.
The value of your investments and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest.
Life assurance allows you to make sure your family is protected in the event of your death, during the policy term. You choose the amount of cover you need and the length of time you want to be insured for.
We offer a comprehensive range of deals with access to over 50 lenders, including some exclusive mortgage deals via our Openwork network that are not available online or direct for both residential and commercial investment purposes (Buy to let).
YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
Pensions have one very important advantage – they’re incentivised by the taxman. In fact, the taxman is very generous when it comes to pensions, adding to your pension every time you pay money in
The value of your investment and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest.
HM Revenue and Customs practice and the law relating to taxation is complex and subject to individual circumstances and changes which cannot be foreseen.
Whether you’re buying a new home or reinsuring one, it’s essential to ensure that you have adequate cover to protect both the building and the contents of your home.
Telephone: 01132 555762
Send Message: Send Online Enquiry
Suite 7, 2nd Floor, West 44 Richardshaw Lane
Pudsey, Leeds, LS28 7UR
Monday – Friday: 9:00am – 6:00pm