Independent financial advice
The Community of Financial Specialists
I am part of the Personal Touch Community. The Community is made up of many different advisers who specialise on different financial areas. The advantage of this is that I have access to specialists in all financial areas in the Community.
The areas we cover are :
Protection
- Protection for you – pay off your mortgage or provide an income to pay the bills on the event of death, critical illness, long term sickness, accident and unemployment.
- Protection for your possessions – insure your home and your contents.
Retirement and Pensions
- Saving for your retirement by regular premium or lump sum.
- Assessment of your current pension arrangements.
- Income and tax free lump sum when you retire.
- Annuity purchase at retirement.
Savings and Investments
- Saving and Investing for the future with a lump sum or regular amount.
- Maximise returns by using tax efficient investments e.g. ISA’s.
- Access many different types of investment e.g. Bonds, Unit Trusts, OEICS Offshore Investments, Investment Trusts.
Mortgages and Loans
- All types of mortgages available including: First Time Buyer mortgage, Self Employed mortgage, Remortgage, Buy 2 Let mortgage / Buy 2 Rent mortgage, Council Right to Buy mortgage, Commercial mortgages and Personal Loans
Commercial
- Provide cash for your business in the event of a key person dying or becoming critically ill.
- Cover all commercial insurance for your business.
- Succession planning to enable the purchase of shares in the event of a director / partner dying or becoming ill.
- Employee benefits.
Private Medical Insurance
- Prompt access to eligible treatment with no waiting lists.
- Extensive private cancer cover available in the UK.
- Access to quality treatment from consultants and specialists..
If you would like any further information on any of the above areas then please contact me. A FREE financial review is available to all customers.
As such, whether you receive Independent mortgage advice, Protection Advice, Critical Illness, Income Protection, Accident Sickness and Employment, Home Buildings and Contents Insurance or with a general financial review then evening appointments in Hull and East Yorkshire are available upon request.
Setting aside an hour to go through your paperwork can be a time well spent as you may be able to save yourself hundreds if not thousands of pounds by switching your various providers and devoting an hour to financial management.
By clicking Submit I/we expressly consent to be being contacted without prior notice or arrangement by using the contact details I/we have provided on the form and further consent that such contact may be in relation to (a) my/our mortgage arrangements and/or (b) other products and services.
