Protection Enquiry - Financial advisers, investment and pensions advice and mortgage brokers in - Croydon

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- Mortgages
  Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs and requirements?
  
  We are not tied to any particular lender, which means that we have the ability to act on your behalf in order to establish...
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- Equity Release
  If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. Why do people consider Equity Release? To provide an additional income...
  
  You probably have other ideas - there is no restriction on how you use the funds...
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- Life Assurance
  The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business...
  
  It can provide the reassurance of financial protection for you, your family and your business associates...
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- Health Insurance
  Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.
  
  Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute...
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- General Insurance
  This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive in a very competitive marketplace...
  
  In addition to home insurance, we can also provide access to cover for accident, sickness and unemployment...
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- Wealth Management
  Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
  
  Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy...
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- Financial Planning
  Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future...
  
  You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring...
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- Pensions
  When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance, you need to provide yourself with a secure income for the rest of your life.
  
  A well prepared pension plan which is regularly reviewed...
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- Savings & Investments
  Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added.
  
  Saving is perfect for people who don’t want to take any risks with their money, and most savings accounts have easy access...
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- Taxation
  Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.
  
  Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange...
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- Business Insurance
  All businesses are exposed to risks in their day-to-day operations. Without business insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.
  
  Adequate business insurance is therefore not a luxury - it is an absolute necessity...
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