WHAT FINANCIAL PLAN DO YOU HAVE IN PLACE? RETIREMENT PLANNING? WHAT MORTGAGE IS BEST FOR YOU?
IS EQUITY RELEASE RIGHT FOR YOU?
PROTECT YOUR FAMILY, YOUR HOME AND YOUR FINANCES.
Alresford Financial Services
Alresford Financial Services offer ‘whole of market’ independent & unbiased financial advice in Alresford, Winchester & surrounding villages. This means that we will research the entire market for the most competitive and most suitable product. We will always share our research with you so you can easily see why a recommendation has been made.
Before we make any recommendation, a thorough fact find of your situation will be used to best know our clients and ensure advice is tailored appropriately.
We believe in a face-to-face service where possible and are devoted to helping individuals with their financial planning. We also understand that sometimes it may be easier to communicate on the phone or via email and happy to accommodate a client’s preference.
Alresford Financial Services – IFA in Winchester
Keeping things simple – no jargon, no false promises – Just simple plain speaking quality advice and great service!
MORTGAGES
Alresford Financial can help you find a mortgage that is right for you. Whether you are a first time buyer in Alresford or Winchester, or you are re-mortgaging… we can help.
We source the whole market to give you independent and unbiased advice, using our years of experience to make the process as simple as possible.
INVESTMENTS
We believe that everyone’s investment requirements are unique because everyone has different life goals.
By working with us, we will find you a plan that works with you and your life goals understanding market volatility and matching funds to your attitude & appetite for/against risk.
PENSIONS
We will advise on the most appropriate plan from Drawdown, SIPS, Stakeholder, Section 32’s, Executive Pension Plans, Personal Pension plans, With Profits & Annuities.
It is important to understand what the benefits of any existing plans are and compare this with what is available elsewhere.
EQUITY RELEASE
We are an Accredited Member of The Equity Release Council with over 10 years’ experience in helping our clients with lifetime mortgages and home reversion products.
WILL WRITING
We are members of The Society of Will Writers and can help with basic Single/Mirror Wills, Lasting Powers of Attorney and Property Trusts.
ARRANGE AN APPOINTMENT
Contact us to arrange a no-obligation appointment to discuss your financial goals and to answer all your questions.
We will ensure that our clients receive the highest quality financial advice, and where suited, the most appropriate products to meet their specific needs. We are open and honest about all charges from the outset or if commission is paid.
We pride ourselves on providing ongoing service and always aim to maintain long term relationships with our clients. Please see the testimonials provided by our clients which are all verifiable on Google.
Get free expert financial advice
To make a no-obligation appointment, call 01962 798166
Your property may be repossessed if you do not keep up repayments on your mortgage.
We do not charge you a fee for our mortgage services. We may however receive a commission from a lender should we place business with them.