Why Use a Financial Adviser?
For Inheritance Tax Planning we usually act as introducers only.
Getting the right advice means speaking to the right people.
We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile.
Many people think a financial adviser is only for the wealthy but this is not the case. The majority of our clients are normal everyday people. Our services are open to everyone.
We have a wealth of experience and support behind us.
We hold professional indemnity insurance and are registered under the Consumer Credit Act and Data Protection Act and hold the appropriate licences.
For anyone to find the best products and providers in any market you first have to possess the knowledge, experience and tools to find your way. We look after our clients on a daily basis and understand the financial market and what is important to consumers.
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Your home may be repossessed if you do not keep up repayments on your mortgage.
For residential mortgages we typically charge a fee of £335 plus commission from the lender. For buy to let mortgages our fee is £395 plus commission.
Money & Mortgage Solutions is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk/register/) under reference 488558.
The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
We are proud of the comprehensive and professional service we provide to our clients. However if you wish to make a complaint, please contact us. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567
For advice on any of the above, Contact Us now.