General Financial Advice

The Insurance Surgery can put you in touch with specialists for advice in areas such as inheritance planning, equity release, investment portfolios, pensions or mortgages.

Inheritance Planning

With the rapid increase in property prices over the last ten years more and more people’s estates will be subject to inheritance tax when they pass away. Have you taken all the steps possible to ensure your estate is tax efficient?

Equity Release

Are you asset rich but income poor?
Have you considered using the value ‘trapped’ in your house to boost your income?

Investment Portfolios

Are you receiving a fair return on your savings?
Are they tax efficient?
Are you taking too much risk?
Are you taking enough risk?

Pensions

Have you made adequate provision for your retirement?
Are you confused regarding the recent legislation changes?

Mortgages

Is your current rate competitive?
Would a fixed rate be good for you?
Is your endowment policy showing a shortfall?
Have you struggled to obtain a mortgage?

To obtain answers to all these questions simply ask The Insurance Surgery to put you in touch with a specialist in your particular field of interest.

To apply for General Financial Advice please click the link below.

• General Financial Advice(click for quote)

The MSRC receives a donation from each policy sold by The Insurance Surgery to  help us continue our support of anyone affected by Multiple Sclerosis.

The Insurance Surgery Limited is authorised and regulated by the Financial Services Authority (FSA registration number 401425). The FSA does not regulate some aspects of protection. The Insurance Surgery Limited, registered in England No. 5137288 Registered Office: Wood Street Mill, 45 Pickford Street, Macclesfield, Cheshire, SK11 6HB. Telephone 0800 083 2829

© Multiple Sclerosis Resource Centre (MSRC)