Skip to main content

Types of advice

Types of financial advice

There are lots of things you might need advice on including:

  • MORTGAGE – Is your mortgage on track to be paid off by the time you retire and do you have a competitive interest rate?
  • PERSONAL DEBT – If you have excessive amounts of personal debts you should take advice about the best way to manage your borrowings
  • LIFE ASSURANCE – If you or your partner fell under the proverbial bus, will there be enough money to repay the mortgage or keep the family finances going?
  • INCOME PROTECTION – If you fell ill and couldn't work, will there be enough income to pay the household bills?
  • ISAs AND INVESTMENTS – Are you taking advantage of your ISA allowance and are your investments in the best place?
  • PENSIONS and RETIREMENT – Have you made the most of your pension savings and will you have enough income in retirement?
  • LEGAL – Have you and your partner made wills and set up lasting powers of attorney?

Cookie Notice

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. By browsing our website, you consent to our use of cookies and other tracking technologies.

Back to top