Free Pension Review Report
Save £500
Do you know the value of your pensions, how they are performing and what charges you are paying? If not, we can provide you with a free Pension Review Report (usually £500). This report will show you the current value of all your pensions so you can take stock and see what you have. The report will also show you the returns you have been getting and the charges you are paying. We’ll also show you what you might get from your pensions in retirement. Finally, we’ll consider if there are better pensions available to get your money working harder and help you pay lower charges.
Free ISA Review Report
Save £250
Do you know the value of your ISAs, how they are performing and what charges you are paying? If not, we can provide you with a free ISA Review Report (usually £250). This report will show you the current value of all your ISAs so you can take stock and see what you have. The report will also show you the returns you have been getting and the charges you are paying. We’ll also consider if there are better ISAs available to get your money working harder and help you pay lower charges.
£450 Workplace Pensions and Auto-enrolment Consultation & Scheme Setup
Save £200
Almost all employers are impacted by the legislation on auto-enrolment and workplace pensions. There are numerous requirements of the employer. These include:
- Finding out when your staging date is
- Working out who you have to enrol
- Choosing a pension scheme
- Auto-enrolling your staff
- Demonstrating ongoing compliance
We recognise this can look a little daunting. To help, we can provide you with a full consultation detailing what you need to do and by when. This will include whether or not your existing employer pension scheme will meet the auto-enrolment requirements and details of any new scheme you need to setup. We’ll ensure your scheme is fully setup, compliant and effectively administered.
£99 Mortgage Advice Fee
Save £151
Whether you are a first-time buyer, looking to move up the property ladder or re-mortgaging, we can help you find the perfect mortgage. Our mortgage advice service includes:
- Affordability assessment
- Obtaining a decision in principle from a lender
- Recommending a specific mortgage product
- Recommending a suitable repayment strategy
- Submitting applications to lenders
- Monitoring and administration of applications through to completion
- Liaison with solicitors, surveyors, lenders and estate agents
- Researching, reviewing and recommending associated insurances
Take advantage of this special offer and pay just £99 for the highest quality, independent mortgage advice.
” Destiny is not a matter of chance, it is a matter of choice; it is not a thing to be waited for, it is a thing to be achieved. “
Total control of your money
Your money on your terms. Wherever you are, stay in control of your finances 24/7. Track your investments, transfer funds, monitor your goals, top up your savings. Take back control of your money.
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