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Our Services

We are Independent Financial Advisers and as such are able to investigate the entire market place to assess the best-suited products to your needs.

As your personal circumstances change, it is important to review your financial arrangements and The Financial Consultancy are committed to ensuring on-going contact and communication on products that meet your changing requirements.

Our aim is to help you make an informed decision before making any financial commitment so that you understand the reason for the choice and the alternatives

We can help you with any of the following services:

  Wealth Management  

Savings/Investments & ethical funds

 
 

Retirement planning

  Life cover & provision/protection for family  
 

School fee planning

 

Estate/Inheritance tax planning & mitigation

 
  Releasing equity from your home*  

Mortgages/Buying a home

 
  Employer pensions   Business protection/Keyman Insurance

The Financial Services Authority does not regulate School Fees Planning or Taxation and Trust Advice.

*This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.

 


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Independent Financial Adviser