Frequently Asked Questions
An independent financial adviser can give you advice about managing your money or help you with specific needs or goals. You may require someone to help you understand complicated financial jargon, or simply need independent financial advice you can trust.
We offer independent financial advice for the following:
- Residential Mortgage Advice
- Buy to Let Mortgage Advice
- Equity Release Advice
- Protection and Insurance
- Pension Advice
- Retirement Planning
- Inheritance Tax Planning
- Business Financial Planning
At Meriden Financial Planning Ltd, we are independent financial advisers. We can recommend products from a wide range of providers as we are not restricted to a set market.
Meriden Financial Planning Ltd can help with first time buyer mortgage advice that will help you choose the best mortgage deals on the market. Contact us to book your consultation.
Whether you are a first-time buyer or looking to re-mortgage your home, Meriden Financial Planning Ltd can help with mortgage advice that will help you choose the best mortgage deals on the market.
Whether you are considering your first buy-to-let property purchase or looking to increase your existing portfolio, Meriden Financial Planning Ltd can help with buy-to-let mortgage advice that will help you choose the best rental mortgage deals on the market.
Financial protection can cover several options, from life assurance to income protection, critical illness cover, to private medical insurance. At Meriden Financial Planning Ltd, our financial advisors can match your requirements with many protection and insurance products on offer across the whole of the market.
Equity release refers to a range of products letting you access the equity (cash) tied up in your home if you are over the age of 55. You can take the money you release as a lump sum or, in several smaller amounts or as a combination of both.
Throughout your working life, you may accumulate several pensions from your employers or from a private personal pension. Our independent financial advisers can help to review your existing pensions, advise on their current values and what you can expect to receive when you access them
As retirement nears, it pays to be prepared. Around two years before you would like to stop working is a good time to start thinking about your retirement options and the choices you’ll need to make. At Meriden Financial Planning Ltd, we offer financial advice for decisions that can shape your income for the rest of your life.
There are several legal ways to reduce an inheritance tax bill, which can help maximise the value of your legacy. We can advice the most efficient way forward that is appropriate for your circumstances.
Yes, we offer financial planning advice for businesses. Our local business financial advisors are fully qualified and experienced in business financial planning advice and everything that entails. If you have any questions, please get in touch to see how we can help you.