mortgages, investment advice, Secured Loans
Financial Solutions offers face to face holistic advice to individual and small businesses. We conduct a series of factfinding meetings before any advice is given to ensure that we provide a solution that is appropriate and entirely applicable to our clients. Attitude to risk and affordibility are also assessed and agreed between the client and the adviser.
We are only then able to recommend a solution to our clients which they are free to accept or decline.
Financial Soultions can advise on Life Assurance, Critical Illness, Permanent Health Insurance, Regular and Lump Sum Investments, Retirement Planning, Mortgages and Equity Release.
We provide an ongoing review service that is appropriate to each individual situation.
, Inheritance Tax Planning
, investment advice
, Permanent Health Insurance
, Secured Loans