IFA Independent Financial Advisers IFA's Equity Release Ellesmere Port
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 financial 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.
Pensions and 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 & Fund 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 Commercial Mortgages
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.
Our typical fee for mortgages is £120.00
Equity Release Mortgages
Equity release mortgages provide a way for homeowners to convert the value of their homes into cash, which could be paid as a lump sum or at intervals as required. Alternatively, it can provide a regular income.
The capital tied up in your home can be used for any purpose. However, these schemes are complicated and you should certainly take impartial independent financial advice before proceeding.
A typical fee for mortgage advice is £295.
Life Assurance / Protection Cover
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 Equity Release Ellesmere Port Chester Birkenhead The Wirral Cheshire
11 Juniper Drive
Tel: 0151 - 339 4757
|Mortgages||Life Assurance||Life Cover||Income||Protection||Savings Plans|
|Buildings||Contents||Home Buyers||Cover||The Wirral||Warrington|