Other financial services – Developing strategic partnerships to ensure that you receive a complete financial solution regardless of your needs

Simple Solutions Financial Management work closely with a number of trusted financial experts who can help you in other money related matters, including...

Mortgages

We have a strategic partnership with a mortgage specialist who has access to the whole of the mortgage market and can therefore source the most suitable mortgage or remortgage for your circumstances.

They will also look at your options regarding your buildings and contents insurance cover and can often recommend a more suitable policy that provides better cover with cheaper premiums.

Wills and Trusts

We can recommend a solicitor who can arrange your will or family trust depending on your circumstances to ensure that your wishes are carried out in the most efficient way.

Accountants

We work closely with a number of Accountants so if you are new to self-employment or are unhappy with your existing Accountant we can recommend an Accountant to you.

Equity Release

Depending on your circumstances you could release the equity in your home to provide you with either a regular income or a lump sum or both whilst continuing to live in your home. We can recommend a specialist in this market who will be happy to discuss your options with you.

If you would like to discuss these other financial services please contact us.

Follow Simple Solutions IFA on Twitter!

  •  

Simple Solutions Financial Management Ltd is authorised and regulated by the Financial Services Authority.
We are entered on the FSA Register under Ref no 511977. Registered in England & Wales. Company Reg. No 6920858.

Copyright Simple Solutions Financial Management Ltd. 2012 | Website by PaulDesigns