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Obtaining Independent Financial Advice in today’s complex financial world is more important than ever.
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?
Pensions
Have you made adequate provision for your retirement?
Are you confused regarding the recent legislation changes?
Mortgages
Is your current rate competitive?
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.
Life Insurance
Travel Insurance
Car Insurance
House Insurance
Annuities
Care Home Funding
Income Protection
Medical Insurance
Price Guarantee - Life Insurance
TOB Terms Privacy
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: King Edward House, 1 Jordangate, Macclesfield, Cheshire, SK10 1ES. Telephone 0870 458 7955
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