PENSIONS, SAVINGS & INVESTMENTS

 At Proud Independent Mortgage Services Ltd we appreciate that everyone's objectives and needs are unique to that individual, family or business. That is why it is our commitment that independently sourced, tailor made recommendations are only made after we have obtained a thorough understanding of your current circumstances, as well as your future aspirations.


 Whilst the majority of processes involving financial advice can be somewhat complex, we pride ourselves as a company in our ability to communicate with you in a manner that will greatly aid your understanding of such matters, whilst ensuring that you remain in receipt of the full information available.

  •  Savings & Investments
  •  Life Assurance
  •  Critical Illness
  •  Income Protection
  •  Private Health Cover
  •  Inheritance Tax Planning
  •  Pension Planning
  •  Pension Reviews/Transfers
 

 For a no obligation financial review, please complete our online enquiry form or call us on 01924 256720 to make an appointment.

The value of investments can go down as well as up. You may not get back the full amount invested.

The Financial Services Authority does not regulate taxation and trust advice.

   
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