It is all too easy to let the annual pension report and mortgage statements and investment data just accumulate in a drawer. By reviewing these at least once a year, you can stay on top of your finances and ensure they are doing as good as possible. If you need any help with this, contact us.
Sovereign Finance 01342 313302 or mail@sovereignfinance.org
Wednesday, 21 September 2016
Thursday, 15 September 2016
CHEAP PROTECTION
One of the cheapest financial planning and protection tools is still term life assurance. The amount that is insured will be paid out on death at any time during the agreed term of years. It really is a must for young families where husband and wife can be covered by a single policy and get substantial cover for less than £10.00 per month.
We would be happy to provide quotes by return of e-mail. Contact us on 01342 313302 or info@sovereignfinance.org
We would be happy to provide quotes by return of e-mail. Contact us on 01342 313302 or info@sovereignfinance.org
Monday, 5 September 2016
STRIVING TO MEET EXPECTATIONS
By survey what our clients value, and why they continue to come back to us, is our independent and unbiased advice on financial matters and mortgages, utilising our extensive knowledge and know-how gained over the last 35 plus years.
Here are a few recent client comments:
“Thank you so much for being super quick and efficient and guiding us through this. I have already recommended your services to 2 of my friends and am sure we will have some more work coming your way in the near future.” – Mr RW and Ms NF of Kent
“Many thanks for all your patience, guidance and expertise in arranging this for us, your help is much appreciated.” – Mr & Mrs PL of Redhill, Surrey
“Usual thanks and best wishes for excellent service.” – Mr IB of Leeds
“As ever your advice is clear and constructive; we will certainly come back to you as and when we decide to take the next step.” – Mr & Mrs AM of Uckfield, East Sussex
Labels:
Annuity,
equity release,
Life Assurance,
mortgage,
Pensions,
remortgage,
State Pension,
tax
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