At WE Money, we can provide advice and support in most areas of financial planning.
Mortgage Planning
- Purchases & First Time Buyers
- Remortgages
- Further Advances
- Buy to Let
- Equity Release (Lifetime Mortgages)*
Your home may be repossesed if you do not keep up repayments on your mortgage.
* This is a lifetime mortgage. To understand its features and risk, ask for a personalised illustration.
You may choose how we are paid for mortgage advice; we can be paid a commission from the mortgage lender, or you can pay our normal fee of 0.35% of the mortgage advance. In either case, we charge a flat fee of £195 when you instruct us. Please contact us to find out more.
Protection Planning
- Life Insurance
- Critical Illness Insurance
- Income Protection Insurance
- Payment Protection Insurance
Retirement Planning & Wealth Creation
- Pensions Savings
- Pensions Reviews and Transfers
- Regular Savings Plans (including School Fees Planning)
- Investments
- Wealth & Risk Management
- Capital Gains Tax Planning
Income Generation - Annuities
- Income Drawdown
- Investing for Income
Estate Planning - Inheritance Tax
- Wills
- Wealth Preservation
Business Planning - Key Man Insurance (Death, Critical Illness, Long Term Sickness)
- Employee Benefits Schemes (Sick Pay, Death in Service etc)
- Group Pensions
- Commercial Mortgages & Finance
General Insurance - Buildings & Contents
- Private Medical Insurance
- Commerical Insurances
For buildings & contents Insurance we usually select from a panel of providers.
WE Money has access to a network of over 1,000 other professional advisers throughout the country. Where your need requires an expetise which we are unable to meet, we may refer you to one of our network partners.
Some services such as will writing and general insurance may require a referal to a third party where this is the case, we will seek your permission to refer in advance.
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