Financial Planning
It is important to get professional, independent advice before making any decisions about long term financial investments. You need to consider the various options available, and what best suits your individual requirements.
Monmouthshire Independent Financial Advisers are part of the Monmouthshire Building Society Group and provide independent financial advice to customers.
A Free Consultation, Without Obligation
They offer a free consultation, of up to half an hour in length, to consider your personal circumstances. The consultation offer is made without any obligation upon you.
Assisting you to plan for your future normally requires consideration of all aspects of your financial well being. It is important to highlight any protection needs, investment or tax saving opportunities that exist.
Their advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.
They can offer you specialist advice on:
- Investments
- Pensions
- Inheritance Tax
- Life Assurance
- Equity Release
- Health Insurance
- Long Term Care
- Mortgages
- Corporate Schemes
- Permanent Health Insurance (PHI)
Their experienced financial advisers are qualified to deal with your enquiry impartially, and as independent financial advisers are able to search the whole of the marketplace to find the products most suited to your needs.
For further information please view the Monmouthshire Independent Financial Advisers website.
