Financial Services

Financial Services - Sound advice for you and your money

Contact Insurance understand that insurance is only one part of helping our clients achieve financial security. We work with a fantastic Independent Financial Adviser who can give sound and accurate financial advice. From from mortgage or loan requirements to to pension and portfolio investment management, our advisers can give you all the help you need.

Mortgages - Whether you’re in need of a new mortgage, a remortgage or you’re interested in a buy-to-let mortgage for an investment portfolio, we can give you sound, independent advice. We have access to some of the most competitive rates available - just give us a call.

Trusts - If you’ve spent all your life earning money, purchasing assets and saving money for the future, then it makes complete sense to protect as much of it from the tax man in the event that you die for your beneficiaries. Trusts are a fantastic way of doing this for you. They allow you to provide for your beneficiaries in a tax efficient way and put in place conditions on how the money is administered, at what age and in what circumstances the beneficiaries can have access to their share.

Wills - Very few people actually have wills, yet when you look at the advantages of having a will you won’t believe that you hadn’t got around to it sooner. A will allows you to leave instructions about how your money, property and assets are distributed to your beneficiaries (family, charities etc) after your death. It also helps prevent you from paying too much inheritance tax on your assets and savings. It’s worth bearing in mind that if you don’t make a will then the majority of your assets will usually end up going to the government.

For friendly, helpful advice call one of our advisers now on 0800 328 5773.

Contact Insurance Ltd is authorised and regulated by the Financial Services Authority; Registered No. 468731