 |
 |
  |
| D. M. Financial Solutions |
| TEL: 01698 815006 |
|
|
|
|
Our ServicesBeing independent allows us to work on YOUR BEHALF!! We provide advice on investments, mortgages, protection, pensions and inheritance INVESTMENTS > > > If you are investing for:
Whatever your requirements we are able to offer the right
help on various types of investments from Offshore Investment advice,
Investment Trusts, to mainstream deposit based accounts, ISAs etc. As
an Adviser our job is to help you achieve your ambitions. Your attitude
to risk is important, as is your need for income or capital growth. MORTGAGES > > >
We can assist you with our first class mortgage service. We provide mortgage advice from the market as a whole, with a full recommendation and report service. Your property may be repossessed if you do not keep up repayments on your mortgage. For mortgages we charge a fee of 1% of the loan amount. Any commission we receive from the lender will be returned to you or used to offset a proportion of our fee. PROTECTION > > > You might want to consider protecting your income in case of ill health - particularly if you run your own business. How would you meet your mortgage costs if unable to work due to an accident, sickness or unemployment. Are you interested in the cost of Private Health Insurance or Critical Illness cover? If you are in employment, how long would your employer pay you in the event of long-term ill health? Do you run your own business and wish to protect your staff or key people. We can provide the right advice and analysis of your protection needs. Remember life assurance and health cover need not be expensive. For Accident, Sickness and Unemployment Cover we usually offer products from a selected panel of providers. PENSIONS > > >
The fact is that most people retire on less income than they would like. It is vitally important to obtain the right retirement financial planning advice as early as possible. If you are approaching retirement, you may be considering your retirement options. Irrespective of your career stage, or existing arrangements, we can provide comprehensive pensions advice. INHERITANCE > > > What Inheritance tax, if any, would be payable? (previously known as “Death Tax”) Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries? Are you concerned what would happen if you required long term care. How would you pay nursing home fees? We can provide you with the appropriate advice and guidance
to help safeguard your estate for your family, and ensure your wishes
are taken care of. For advice on any of the above, Contact Us now. |
© copyright 2005 |
