Independent Financial Advice
Independent financial advice from Principle First doesn’t only give you the security of knowing you are in good hands – it may save you thousands of pounds as well.
Independent financial advice from Principle First can:
Save you an average of £963 per year in mortgage repayments*
Cut or eliminate any risk of liability for 40% Inheritance Tax
Ensure you have access to mortgages, personal insurance and investments across the whole market, compared to a ‘tied’ broker at a building society who can offer you, on average, only 20 products*
Constantly review your existing investments to ensure maximum performance and adapt them to changes in the market
Enquire about personal insurance online or call 0800 678 5929
Make an investments enquiry online or call 0800 678 5929
Perhaps you are a young, single person looking to put money aside each month in savings.
Perhaps you are just married, looking for your first mortgage and setting up your home.
Perhaps you have a young family, and wish to be advised on life insurance and health insurance.
If you are in your middle years, you may wish to monitor and review your existing savings and investments, revising them if necessary to maximise performance.
Later in life, thoughts of retirement planning are on your mind.
No matter what stage you are at, there are choices to be made. The financial advice you receive should guarantee your freedom of choice, by being independent.
Only an independent financial adviser is not employed by or tied to a bank or building society. Only an independent financial adviser can offer you a whole-of-market approach. He is free to look at the many thousands of savings accounts, mortgages and investment funds available, and select the financial solutions most relevant to you.
As his customer, this gives you the freedom you need to build a perfectly balanced financial plan.
With an independent financial adviser, you are also much more likely to receive recommendations based on an analysis of your needs and personal circumstances. This customer-care-driven approach is based on listening to you, rather than selling to you, and is a further guarantee of your freedom of choice.
*(Source: ‘The Value of Mortgage Advice’, Association of Mortgage Advisers /AMI, 2009).
