//Homeplan and Financial Advice
Homeplan believes that future financial planning is an integral part of life and that for each aspect of your financial needs you should seek out the best specialist. We promote a recommendation that all our clients should look at all their needs and review them independently of their mortgage to ensure full and best advice is available to you always. Homeplan doesn't arrange protection products with your mortgage itself but will refer you to an independent financial adviser for this. We believe that best advice will take account of all your needs and not just a few of them.
We recommend you to seek independent advice about any protection plans but ultimately it's your choice and your decision. If you want protection for you and your partner or your home the our referral service is entirely free to you. We do not receive a commission for this service.
When was the last time you thought about your pension, investments, your future plans or protection needs? Have your personal circumstances changed since you last reviewed them? There may well be a need to update your current plans in order to establish adequate provision for your future and whilst Homeplan leads the way in mortgage arrangement, for all other services we have dedicated specialists giving full and Independent Financial Advice to our clients.
If you're contemplating any of the following please fill in out enquiry form and we'll be happy to put you in touch with a Financial Adviser who will be happy to discuss your needs.
Milestones in life
There are many issues to consider when planning your financial future, so here are a few 'milestones in life' to assist you. Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement - death. With personal circumstances changing from time to time it is important to undertake a review of your financial position to accommodate all of your needs.
Pension planning
What are your expectations for retirement? It is essential you regularly review your pension options, and expectations to make sure your retirement plans are on track.
Annuities
Capital investment to purchase a guaranteed income.
Investment planning & management
Investing for growth and/or income through Unit Trusts, Bonds, Offshore Funds and Stocks and Shares.
Business & keyperson protection
To protect a business from the effects of losing a Key Director or Key Employee through death or illness.
Savings plans
Taxation
Accounting
Business Services