Re-Mortgages
and Equity Release
Individual members of the I.F.A.
Consultancy Centre have access to almost
every lenders mortgage products. This means they can
advise on the most suitable and help you choose from
the vast array of special offers and competitive rates
across the market.
Life and Health Protection
We have access to a wide range
of life assurance, critical illness and income protection
plans that will help protect you, your family, your
business and your mortgage against the financial consequences
of death or illness.
Retirement Planning
We have access to an independent Pension Transfer
Analysis system, which will enable you to decide on
what type of pension fund will be suited to your requirements
for the later stages in retirement. The open market
option facility allows you to use any pension annuity
provider of your choose when vesting pension benefits.
We can assist in helping you to choose the right plan
for an income in retirement.
Savings and Investment
Whether you are seeking to build up your capital
or invest an existing lump sum, we can offer you a
wide range of investment vehicles and services to
meet your needs, as well as investing into guaranteed
funds in the latter stages of your retirement.
Access Legal Advice And Accountancy Services
Our clients often need more specialist advice such
as an Accountant, Legal work or access to will writing
or trust services. Clients can rest assured that we
will recommend and liaise with legal or accountancy
advisers who are experts in their own field.
Estate Planning.
Most people's estate at this stage of their lives
surpass the Government nil rate band allowances for
inheritance tax and therefore their dependants could
be liable for 40% tax on the balance of the estate.
Long-Term Care from the age of 50 to 99 years
Long-term care through age concern groups are offering
the facility to review immediate or long term care,
this is for people who want the independence in choosing
care in their own homes or in a private nursing home
of their choosing.
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