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| Home : Finance, Mortgages, and Investments : Investment : Money Matters (IFA) Ltd. |
Description:
As Independent Financial Advisers we have no link to any insurance company or product provider. We are not restricted to recommending the products offered by just one or a limited number of companies and select the most appropriate option for you from the entire market place.
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| Resource Specification | | Date Added: | 27/02/2007 |
| Last Updated: | 27/02/2007 | | Author: | Admin |
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As Independent Financial Advisers we have no link to any insurance company or product provider. We are not restricted to recommending the products offered by just one or a limited number of companies and select the most appropriate option for you from the entire market place.
Updated: 27/02/2007
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We are totally committed to providing quality advice. This means that as a predominantly fee based company the products we recommend are not biased by what commission we can receive.
We want to ensure that any plan that you take out is correct for your needs, irrespective of whether or not they pay commission.
We help both companies and high net worth individuals to plan for the future.
Updated: 27/02/2007
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Each Company within the group has a team of specialists dedicated to their specific sectors, for example, commercial insurance such as office, factories and shops; personal insurance such as household and motor; in financial services we have dedicated investment advisers, pension experts, mortgage consultants and estate agents.
This means more choice, more expertise, more for your money.
Every client, whether an individual or a large business is treated as special - because they are to us.
Our members of staff are special too, as Investors in People we have proven our commitment to our staff which in turn leads to better service for our clients.
Updated: 27/02/2007
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We can offer clients a complete financial review to include mortgages, life assurance, investments and retirement planning or specialist advice in areas such as:
pension transfers
inheritance tax planning
pension splitting in divorce cases
Updated: 27/02/2007
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We prefer to offer a full and ongoing financial planning service to our clients as in that way we can get to know you and be more certain that we are offering the correct advice based on your personal circumstances. However if you want a one off consultation that can be made available and hopefully you will find that the advice offered makes you wish to return for further advice in future.
Our expertise is wide spread and we are able to offer planning for both private individuals and businesses. For businesses we have considerable experience in operating Group Pension and benefit schemes.
We work together with solicitors and accountants to ensure that the clients they introduce to us get the best advice from all their advisers.
We have particular expertise in dealing with members of the Armed Forces with many years of involvement with the local Royal Naval airbase at RNAS Culdrose.
Updated: 27/02/2007
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