The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Breslin Financial Services
Your home may be repossessed if you do not keep up repayments on your mortgage
Providing Quality Service
By gathering information from you, we get to understand your needs fully. We also get to know what provisions you have in place and build a picture of what you want to achieve.
This stage also allows you to understand what to expect from us and how you will benefit from using our services.
We’ll explore and research various scenarios and options that will reveal how best to utilise your existing provisions.
We will then make recommendations as to how to secure the right finance or protection. We build upon your current plans to help maximise the chances of you achieving your objectives both present and future.
Here’s where your vision becomes reality.
Most of our clients prefer us to complete, check and manage the documentation required for them to put “Your Plan” into action. This saves them a lot of time and energy and makes sure plans are set up in line with your needs and expectations. A range of fees are available to support this service.
You may though decide you wish to implement our recommendations yourself, and simply pay a fee for our time and expertise.
We believe all our clients benefit from a review of their circumstances with the style and frequency decided by you. It is often dictated by where you are on your life stage, as well as your relative level of wealth.
Most clients like to be contacted at least once a year to ensure they are not unnecessarily impacted by any of the UK Government Budget announcements, or interest rate movements.
You will also hear from us during the year when we feel something will be of interest to you.
Speak with one of our Financial Advisers …
Call us on +44 7932 266 717
or leave your details and our team will be in touch…