Financial Services
Making sure that you have a sound financial plan in place aimed at meeting your financial objectives at various milestones in your life is vital. Our sister company, Coleman Financial Services Ltd, can assist you by listening to your needs, and offering clear, jargon free advice on the most appropriate financial products for your personal circumstances. Some of the areas we specialise in are:
A full review of your existing arrangements
Inheritance Tax Planning - reducing liabilities, the use of trusts, investments, life assurance etc
Family Protection - life assurance, income protection and critical illness plans
Savings & Investments – regular or lump sum, onshore and offshore
Mortgages – independent advice on your mortgage requirements
School Fees Planning – immediate and future school fees funding
Long Term Care – immediate needs and funding for potential future costs
For more information on Coleman Financial Services Ltd, please enter their website via the link below:-
Coleman Financial Services Ltd is authorised and regulated by the Financial Services Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage
