Blenheim

Advisory, Financial & Legal Services

What we offer . . .

Working with an approved panel of solicitors, accountants, IFAs, tax advisors and mortgage brokers we can introduce you to a dedicated advisor in -

Warwick Coventry Kenilworth
Stratford upon Avon   Leamington Spa

Introduction to Debt Management - allows you to re-gain control of your situation and pay off household debt using one of our recommended panel of debt management companies.

Mortgages - we can help save you money by re-financing your mortgage through one of our panel of mortgage brokers.

Life Assurance - we can help you to obtain extra life assurance or review your existing life cover through one of the independent financial advisors on our panel.

Bridging Loans & Business Finance - a simple and easy solution to providing finance for any purpose through commercial loan advisors on the panel.

Equity Release - we can help you release a lump sum from your home by introducing you to one of our panel of independent financial advisors and mortgage brokers.

Investment Portfolios - whether it's new lump sum investments or a review of an existing portfolio, we can introduce you to one of our panel of IFAs investment specialists.

Wills & Trusts - whether it's a new will or a review of your existing arrangements we can introduce you to one of the solicitors on our panel.

Inheritance Tax - to ensure your family inherits your whole estate we can introduce you to a specialist solicitor on our panel.

Pension Planning - in addition to retirement planning we are able to provide you with a State Pension Forecast through one of our panel of tax advisors and IFAs.

Contact

  Money Jar  

1, Church Street
Warwick
CV34 4AB
Tel: 01926 409 900
Fax: 01926 419 900
Mobile: 07723 999764

e-mail: enquiries@bfs252.co.uk