Independent Financial Advisers IFA Advisors IFA's Advice
Ellesmere Port The Wirral Cheshire

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Independent Financial Advice on Norwich Union Life Assurance Policies and Mortgages. Independent Financial Advice on Scottish Widdows Life Assurance Policies and Personal and Works Pension Plans.


At BMS Financial Limited our aim is to ensure that you have the best possible financial advice
when planning your personal finances in the short, medium and long term, both for yourself,
your family and your business. We are Independent Financial Advisers, and as such we are obliged
to give our customers "Best Advice" about which products from which company best suit YOU.

Our services include a review of your existing arrangements:

When was the last time your pensions, savings and life assurance plans were reviewed?
As your personal circumstances change, there may well be a need to update your current plans
in order to establish adequate financial provisions for the future. Personal circumstances change
from time to time, so it is important to seek advice from your preferred financial adviser to
review your current financial position.

Pension Planning.

What are your expectations for retirement? It is essential you regularly seek the advice of your
IFA to review your pension options and expectations to make sure your retirement plans are on track.

Investment Planning & Management.

Investing for growth and/or income through Unit Trusts, Bonds and Offshore Funds. As your IFA or
Independent Financial Adviser we will advise on the management of your investments portfolio.

Mortgages Re-Mortgages Moving House.

For Residential and Commercial purposes, we have up to date information and access to a wide range
of Building Societies, Banks and Central Lenders' schemes from which we can draw to suit individual
circumstances. Please remember, your home may be repossessed if you do not keep up repayments on your
mortgage or other loan secured on the property.
For mortgages we can be paid by commission or a fee.

Life Assurance / Protection Cover.

Family Protection, Mortgage / Loan Protection and Business Protection.

Income protection - Replacement income in the event of Sickness, Accident and Disability.

Critical illness protection - Provides a Cash Lump Sum on Diagnosis of a serious illness such as
heart attack, stroke, cancer, etc. or total disability.

Business & keyperson protection - To protect a business from the effects of losing a Key Director
or Key Employee through death or illness.

Savings plans - Various schemes to plan for future requirements such as children's education,
wedding expenses, 18th or 21st birthday present, deposit on a first home or any other purpose.

Annuities - Capital investment to purchase a guaranteed income.

This page is just a brief outline of the financial services we offer independant advice on. Please
call us or use the links below to e-mail us or to visit our main web site for more information.

Independent Financial Advisers IFA Advisors IFA's Advice
Ellesmere Port The Wirral Cheshire

BMS Financial Ltd.
11 Juniper Drive
Great Sutton
Ellesmere Port
Cheshire
CH66 2YW


Tel: 0151 - 339 4757

  • E-Mail Enquiries About Our Independent Financial Advice

  • Further Details Of Our Independent Financial Advice at Our Main Web Site

    • IndependentFinancialAdvisersIFA IFA'sAdviceAdvisors
    Ellesmere PortCheshireWirralPensionsInvestmentsAnnuities
    MortgagesLife AssuranceLife CoverIncomeProtectionSavings Plans
    CriticalIllnessBusinessKeypersonProtectionAnnuities
    HealthInsuranceTaxationAdvisersGeneralPolicies
    BuildingsContentsHome BuyersCoverThe WirralWarrington
    ChesterNorthwichWinsfordCreweNantwichNeston
    BebingtonBirkenheadWallaseyHoylakeWest KirbyQueensferry
    MalpasTarporleyBuckleyWidnesWrexhamRuncorn

    BMS Financial Services are Independent Financial Advisers offering Independent Financial Advice to customers in the Cheshire towns of Alderley Edge Alsager Altrincham Bollington Bramhall Cheadle Chester Crewe Congleton Ellesmere Port Frodsham Helsby Holmes Chapel Hyde Kelsall Knutsford Macclesfield Malpas Middlewich Nantwich Northwich Poynton Prestbury Runcorn Sandbach Stockport Tarporley Warrington Widnes Willaston Wilmslow and Winsford. We also operate on the Wirral including Bebington Birkenhead Heswall Neston Wallasey West Kirby and Willaston. Also some towns in North Wales including the Flintshire towns of Buckley Connah's Quay Flint Hawarden Mold Shotton and Queensferry.

    Click the links below to visit other Towns in Cheshire
  • Alderley Edge
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  • Alsager
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  • Altrincham
    		•
  • Birkenhead
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  • Bramhall
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  • Cheadle
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  • Chester
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  • Congleton
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  • Crewe
  • Ellesmere Port
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  • Frodsham
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  • Holmes Chapel
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  • Hyde
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  • Knutsford
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  • Macclesfield
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  • Malpas
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  • Middlewich
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  • Nantwich
  • Northwich
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  • Runcorn
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  • Sandbach
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  • Stockport
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  • Tarproley
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  • Warrington
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  • Widnes
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  • Wilmslow
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  • Winsford
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