Company: Money Wise IFA Ltd Address: 7 Chapel Row, Queen Square, Bath, Bath & North East Somerset, BA1 1HN Category: Bath Mortgage Brokers Telephone: 01225 471100 Fax: 01225 471199 E-mail: bath@money-wise.co.uk Visit our Web Site:www.money-wise.co.uk Contact: Malcolm Coury
Mission Statement Our mission is to offer our clients a professional and caring service that will help them to achieve their financial goals thoughout life and with the minimum of fuss.
Investments, Pensions, Insurance
In addition to maximising investment returns, people look for tax-efficiency. We do everything possible to take advantage of the Inland Revenueīs current practice by recommending tax-free or tax-efficient investments. Using the latest technology and research systems we help you identify the most appropriate investments for your needs. We identify which investment managers to use and which investment funds to select. We believe in the importance of spreading risk.
There are numerous companies offering various pension schemes. Identifying which is the most appropriate company and type of plan for you and/or your employees is not easy. Thatīs where MoneyWise can help you. Whether itīs a straight forward stakeholder pension plan or a self invested personal pension plan (SIPP), income draw down, pension transfer or group scheme we have the expertise available to help you make the right choice.
Insurance pays out when an unpredictable event causes a loss. You need insurance whenever the law says you must have it, an event could happen to you and you would not be able to afford the loss, or if an event happened people who are dependent on you could not bear the loss. In some cases, the state provides protection but state benefits are low and you usually have to pass a number of tests before qualifying for them.
Mortgages Whether you are looking for a mortgage personally or for your business, we have many years experience dealing with the UKīs mortgage lenders and their products. We use the latest online technology to sort through all the mortgage products available to find the right deal for you. We deal with fixed rates, discounted rates, capped rates, variable and flexible rates. Whether itīs a commercial, residential, buy to let, self-certification, non-status or first time buyer deal.
Your home may be repossessed if you do not keep up repayments on your mortgage. Past performance is not a guarantee of future performance, the value of investments and the income from them may fall as well as rise. Levels, bases of and relief from taxation may be subject to change in the future.
Commercial
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Visit our Web Site: www.money-wise.co.uk
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