Financial Advisers in Halifax

If you are looking for a financial adviser in Halifax then why not use us. We can help with all areas of financial planning. Each of the areas where we can assist are shown below for pensions and investment advice we will refer you to a suitable adviser:

Mortgages – We offer whole of market mortgage advice for the Halifax area. In addition we charge no broker fee. Mortgages we can help with include Buy To Let, Commercial, First Time Buyers, Remortgages, Purchases etc.

Pensions – Whether you are new to pensions and are looking to start regular contributions or whether you have had a pensions and need a review. We offer reviews where you can assess your existing arrangements and get suitable recommendations on there performance and charging structure. Pensions will be referred to a suitably qualified adviser.

Investments – Areas of help include ISA reviews, PEP and TESSA transfers, Investment ISAs, Bonds, Unit Trusts, Venture Capital Trusts etc. Investments will be referred to a suitably qualified adviser.

Insurance – If you just need a quote on Buildings and Contents we can help. Or if you need family or income protection we offer a full range of life insurance products. Covers available through your Halifax financial advisers include Term Life Insurance, Critical Illness Insurance, Family Income Benefit, Income Protection Insurance (permanent health insurance) as well as many other types of protection.