Plan Now - Retire Happy
Pensions & Investments
Planning for retirement can feel overwhelming and become complicated. At Adira Financial Services Ltd we will work with you to create a plan or review your existing plans (both pensions & investments) to help you to acheive your goals so that when the time is right you may retire happy.
It is important to note that the value of your pensions/investments can go up and can go down too. You may get back less than you invested.
Plan Now - Live Happy
Mortgages & Protection
Whether it be buying a new home or re-mortgaging your existing home Adira Financial Services Ltd will provide you with advice and make the process less daunting. We will assess your current financial position to enable you to apply for the mortgage that is recommended for your circumstances. We also advise on Buy-to-Let mortgages too.
Remember your property is at risk if you do not keep up repayments on a mortgage or other loans secured on it.
Ensuring you and your loved ones are protected in the event of your death, serious or long term illness is the cornerstone of financial planning. Our advisers take pride in ensuring you are advised on the type of protection that is recommended for you needs so that you can live happy in the knowledge that you have done your best to protect yourself and your family.
Plan Now - Leave Happy
Will Planning
Ensuring your loved ones are taken care of upon your death through careful Will planning is often a priority that is overlooked and can result in your money and assets that you leave behind not going to the people you wished it to. Having a comprehensive, professionally-planned will can prevent inheritance concerns such as disinheriting your children from a previous marriage or leaving a non-married partner penniless.
Call us for a complimentary chat to see if it would benefit you to be referred to a Wills specialist and get tomorrow taken care of, today.
It is imortant to note that the Financial Conduct Authority (FCA) does not regulate Wills.