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Mortgage Broker in Marlborough
Company: RBS Independent
Address: 6 Granary Road, Gt Bedwyn, Marlborough, Wilts, SN8 3UE
Category: Marlborough Mortgage Brokers
Telephone: 01672 870 982
Fax: 01672 871 072
Visit our Web Site: www.rbsindependent.co.uk
Contact: Rodney Searles
Planning to Succeed
We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon.
Your needs today could be significantly different to those of the future. Financial planning can provide a means of reducing current tax liabilities as well as enabling you to provide for your future. You may wish to plan for a child?s education, or the purchase of a dream home or perhaps for income in your retirement.
No effective financial plan can ignore the effects of outside influences like accidents, long term illness or loss of employment. It is also important to consider the effects on others were you to die.
Our expertise is at your disposal
All our advisers are qualified and look to provide you with professional and impartial advice. We always look to find solutions for your needs that work throughout the many different stages of your life.
Insurance and Investment products differ greatly in areas such as tax treatment, charges or investment returns. We constantly monitor the whole market to ensure you receive advice about the product that best meets your needs.
As Independent Financial Advisers, our business has no links or ties to any one product provider. We can access Life Assurance, Pension or Investment products from across the whole marketplace. This means we can choose from amongst 30,000 financial products to provide the best for you.
A free consultation, without obligation
There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.
We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.
In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.
Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.
Call Us: 01672 870 982
Email Us: email@example.com
RBS Independent is authorised and regulated by The Financial Conduct Authority. RBS Independent is entered on the FCA register (www.fsa.gov.uk/register/) under reference 400483.
The Financial Conduct Authority do not regulate Banking, Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.
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