Mortages, Pensions & Investments
Mortgages, pensions and investments are arranged by DJ Financial Solutions, a Davies Associates company
Mortgages
We can help you with many aspects of the home-buying process while making you aware of the potential pitfalls ahead. We can also give you comprehensive advice on mortgages from the UK's leading lenders, including some that are exclusive, and also help you work out the best way to repay the loan.
From advising on life cover, critical illness cover and income protection plans, to outlining home and contents insurance, we can help make owning your new home a milestone in your life - not a millstone.
Would you like us to quote?
Take two minutes to send us an email and we'll contact you to discuss your quote. This advice is without any obligation on your part.
CLICK HERE TO ARRANGE AN APPOINTMENT.
Our fees are usually between 0.25% - 1.00% of the loan.
Investment and Pensions made simple
DJ Financial Solutions follow a three-stage approach to help us identify the right investment for each of our customers.
- Understanding your goals
Everyone's objectives are different so we'll start by finding out how long you want to invest for and exactly what you want to achieve. - Establish your attitude to risk
We'll do this by asking you questions. From your answers we can tell you how adventurous or cautious you are with your money - in other words, we describe the kind of investor we think you are and check to make sure you agree. - Design a solution that meets your needs
This will involve finding the right product (for instance an ISA or pension plan), and an appropriate mix of investments - in investment terms, a 'portfolio'. We have a wide range of portfolio options.
This advice is without any obligation on your part.
CLICK HERE TO ARRANGE AN APPOINTMENT.
Marketing and Marketing Support | Mortgages, Investments & Pensions, | Web Solutions
a. Davies Associates, 41 Duke
Street, Macclesfield, Cheshire, SK11 6UR
t. 08451 700410
e. info@daviesassociates.uk.com
