Call now on: 01495 762763 or 01792 771331

Protection for mortgage repayment, family, IHT and income protection

Protecting the most important asset of all...YOU is a vital part of financial planning. Whether its for family,business or mortgage purposes, life assurance,critical illness and income protection are essential to ensure you and your family are adequately provded for should the unthinkable happen.

We specialise in :

  • Life Insurance
  • Critical Illness
  • Income protection
  • Business Protection
  • Mortgage Protection
  • Inheritance Tax mitigation
  • Trust Planning

There are many products to suit your possible requirements such as -

  • Term Assurances - Level or Decreasing
  • Permanent Health Insurance
  • Accident & Sickness Insurance
  • Whole of Life Assurance
Mortgate quote form
Life Insurance enquiry
Pension enquiry
Savings and investments

 

Areas Covered

  • Investments and savings
  • Retirement Planning
  • Mortgages and re-mortgages
  • Protection - personal and business
  • Inheritance tax advice
  • Trust planning and estate planning.
  • Household Insurance

We offer a 'whole of market independent financial advisory service' for our clients.
We are remunerated by either fees or commisson.

Portfolio Financial Consultancy Ltd. is authorised and regulated by the Financial Services Authority.

Contact us by telephone
Tel: 01495 762763
Tel: 01792 771331

info@portfolio.org.uk
Business servicesFinancial Advice for businesses Domestic ServicesFinancial Advice for individuals