General Financial Advice - We can help you obtain advice on a wide range of financial issues.

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 twenty 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?
Have you struggled to obtain a mortgage?

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

TOB | Terms | Privacy | Site Map

FOLLOW THE INSURANCE SURGERY LTD:

web design by Williams&Crosby

www.the-insurance-surgery.co.uk is a trading name of The Money Surgery Limited which is an Appointed Representative (FSA registration number 511725) of The Insurance Surgery Ltd who are authorised and regulated by the Financial Services Authority (FSA registration number 401425). The Money Surgery Ltd allows The Insurance Surgery Ltd to use this site as a marketing and communication vehicle. All enquiries generated by the site will be handled by either The Insurance Surgery Ltd or The Money Surgery's other commercial partners who will also be regulated by the Financial Services Authority where required. (see terms for full details)