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News/Special Offers

News

  • Due to the increase in new business on our pension, protection and investment business we can no longer provide mortgage advice. However, give me a call at the start of the process and we can save you a lot on mortgage protection and buildings insurance.

  • Reduce your d.i.r.t. tax bill by 50% by utilising old life and savings policies

  • Maximise your tax rebate by re looking at your tax return of last year and make a pension contribution for the previous tax year.

  • Protection on equity investment is available still

  • Get tax relief on your life assurance

  • Get the tax man to help pay for your illness protection

  • Turned down for life cover

  • Offered differerent terms after disclosing illness refused critical illness - some offices will offer cancer cover where critical illness was rejected.

  • Compare your illness cover to another critical illness policy. 

  • We have on line access to assess and compare critical and life policy features.

Special Offers

You could save thousands by allowing us to review your existing and future financial plans

  • You could save thousands by allowing us to review your existing and future financial plans

  • At any time there is at least one mortgage provider offering an incentive for switching to them

  • At any time there is at least one insurance provider offering an incentive to get a cheaper Mortgage protection or discount Free legal costs when switching mortgages

  • At any time there is at least one insurance provider offering an incentive for cheaper Illness protection currently available

  • At any time there is at least one pension provider offering an incentive of extra allocation

  • Enquire about the pension offers where some life companies offer discounts on charges or extra allocation around this time of year.

Why Use A Financial Broker?

Warning: Past performance is not a reliable guide to future performance.
Warning:
The value of your investment can go down as well as up.
Warning:
These funds may be affected by changes in currency exchange rates.
  As a Broker we must offer you the best advice, bank advisors or insurance company reps or tied agents do not have this requirement.
  We hold higher than the required amount of professional liability insurance this is not always the case with bank advisors or insurance company reps or tied agents.
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