Advance Financial Management

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Our story

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

I am a self-employed Financial Adviser based in Stevenage with over 35 years of experience. I can provide advice on Mortgages, Protection Insurances. Our firm can also advice on Pensions and Investments no mater where you are in the UK. I offer a FREE initial no obligation consultation to discuss your needs and objectives. If you wish to proceed after the initial meeting then we can discuss the options for how to pay for my services either through direct payment or via product facilitated charges. What Our Service Provides: For total peace of mind Advance Financial Management Advisers all share and adhere to our company standards training and compliance requirements and our client promise. Mortgage customers Mortgages; I fit the scheme to the person. Not the other way round. After all, different people have different attitudes to money. Mortgages can be tricky to arrange and can involve a lot of paperwork. I am a specialist in researching and arranging mortgages for all sorts of people. With access to the whole of the market, and unique deals available from time to time, I always aim to provide the best Scheme for all my clients, regardless of their circumstances.

Protection I aim to help you establish the most suitable level of insurance protection and help you protect those who depend upon you against the most serious risks that you face, specifically to your life and your health. Life Insurance Critical Illness Insurance Income Protection Insurance Mortgage Payment Protection Insurance Permanent Disability Benefit Insurance Death Benefit Insurance There are other providers of Payment Protection Insurance and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk. Estate Planning Estate planning (also known as Inheritance Tax Planning) can be defined as passing your estate to your loved ones in the most effective way. Even if you consider yourself to be of fairly moderate wealth, you may still need to consider taking action – particularly if you own property or have savings. Effective estate planning will also consider access to and protection of your assets, provision for vulnerable or minor beneficiaries, and more. Estate planning is not regulated by the Financial Conduct Authority. Will Writing Will Writing and Lasting Power of Attorney are not part of the Intrinsic Financial Services offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for these aspects of our business. Will Writing, Lasting Power of Attorney and Estate Planning are not regulated by the Financial Conduct Authority. Financial Planning A personal approach, We do not operate a one-size-fits-all approach, We will help you plan your pension with you and your own aims in mind. We recognise that everyone’s situation is different and take this into account in helping you to get underway. As an overview, there are just three steps to get up and running. We will get to know you and your financial situation. We will report, discuss and guide you on your options. We will take care of the paperwork and process to get your pension and Investments started. Holistic financial planning- Establishing and reviewing Trusts -(Trust advice is not regulated by the Financial Conduct Authortiy) Complete personal risk management planning Short and long-term savings and investments Investments- Portfolio planning ISAs Unit Trusts Investment Trusts Investment Bonds Offshore Bonds Pensions- Personal Pensions SIPPs Company schemes SSASs Consolidation plans If you would like any advice in any of these areas please get in touch by calling: Jeff Bullock 07973450870 Advance Financial Management is an appointed representative of Intrinsic Wealth Limited and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.