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Financial Planning Services
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how will we achieve them?
Professional financial planning is the process which aims to help you realise your ambitions. Our associated firm Mill Lane Asset Management (Rutland) as Professional financial advisers we can help you make informed decisions about your financial future.
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.
Financial Planning can
- Help to increase the value of your savings & investments in a tax efficient manner.
- Protect yourself and your dependants' income in case of unforeseen problems.
- Increase the after-tax legacy you pass on to your beneficiaries.
Guide to our services
Savings, Investments & Pension Advice
Not all firms charge for their services in the same way, at Mill Lane we have elected to provide independent advice and/or act for clients on a fixed fee basis (with any commission payable to us either being reinvested to enhance the investment arranged, or offset against our fee). We feel this approach is truly independent and without a commission bias.
We offer an initial discussion without charge or obligation when we will describe our service more fully, we will notify you in writing before we carry our any chargeable work.
Mortgage Advice
We offer independent mortgage advice from the whole of the market, for this service we charge a fee, typically 0.75% of the loan amount, however, any commission we receive from the lender (typically 0.40% of the load amount) will be refunded to you/offset against our fee.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Protection Advice & Insurance Services
We do not charge a fee for this service we are remunerated in the form of commission by the provider.
You can rest assured that we will provide you with expert financial advice plus regular reviews and evaluations of your financial plan.
Call Andrew Cross on 01572 757587 for a no-obligation discussion about planning your financial future. Alternatively complete our enquiry form and we'll get back in touch with you.
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