Telephone Office: 01455 817477 Mob: 07749 522065 Email: clientservices@planguardfinance.co.uk
Our Services
Our Service to You
Discover more about our extensive range of professional services. We constantly update this page, but if you still can’t find what you’re looking for, please feel free to get in touch with us – we will be more than happy to help.
Our Services
Consulting
We will gather personal and financial information from you and we will talk about you and your financial goals so that we can work out our recommendations and advice, including which products would be most suitable to your needs.
We will also gather detailed information about your current financial plans, policies and any other commitments.
Mortgages
A mortgage is likely to be the single largest financial commitment you ever make. There's a wide range of mortgage products out there, with varying interest rates and repayment options available.
Pensions
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you.
It can be difficult to understand your options at retirement. In this section, we have explained some common retirement options in plain simple language. This information is intended only as guidance.
For advice on your specific circumstances, please get in touch.
Life & Protection
Life and Protection Insurance policies can protect you and your family from the financial consequences of death, a serious accident or illness.
Investments
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.
General Insurance
It’s important to ensure you put the right insurance in place to protect your home, its contents and your overall financial security