Stage 1 – Your Goals
We establish your life goals, personal circumstances, aspirations and concerns.
What We Do
4 EASY STEPS TO SUCCESS – THE PROCESS IS QUITE SIMPLE
Investments
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
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.
Mortgages
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
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.
Property Insurance
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.