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Franchise Opportunity |
General Financial AdviceA holistic approachProtecting your income- Ensuring your family can maintain their standard of living if you die.- Allowing you all to cope better in the event of the onset of a critical illness e.g. heart attack or cancer - Providing the necessities if you are unable to work for long periods due to accident or sickness. - Paying the bills if you are made redundant. |
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| Some of the planning areas mentioned above involve advice on products and services not regulated by the Financial Services Authority | ||
House Purchase- Acquiring or improving your dream house.- Purchasing property to let. - Reducing your monthly payments. - Selling your endowments. |
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Certain types of mortgages are not regulated by
the Financial Services Authority.Your home may be repossessed if you do
not keep up repayments on your mortgage.For advising on mortgages we may
charge a fee of typically £499 or we can receive commission from
the lender. |
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Planning for a comfortable retirement- Evaluating the amount of income you require to live on and how best to provide it, e.g. Stakeholder, Self Invested Personal Pension Scheme (SIPPS), Final Salary Schemes. Use of Drawdown and Flexible Retirement Planning |
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Savings and Investments for income and growth.- Preparing for planned expenditure, e.g. School fees and University fees.- Using the most tax efficient methods - Having some put by for the unexpected, or just your rainy day. |
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The Right Direction for Financial Advice
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| True Bearing Ltd. Registered in England. Registered Number 4806442. Registered Office: B2 Chorley Business & Technology Centre, Euxton Lane, Euxton, Chorley, Lancashire, PR7 6TE. Tel:01257 260011. Appointed Representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority |
