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Financial Planning - Mortgage &
Insurance Services Ltd is
a firm of Independent Financial Advisers, originally established
in Wells in 1968 for the provision of advice and administration for:
- Residential and Commercial
Mortgages *
- Life and Critical Illness, Term
Life *
- Income Protection - Permanent
Health Insurance *
- Company Stakeholder
- Private Medical Insurance -
arrangements for Individuals or for Employer Group Schemes *
- ISA, OEICs, Unit Trusts,
Investment Bonds and Building Society Investments *
The firm, through the extensive
experience of the Managing Director, Robert O'Malley-White,
has developed over its 37 year history, a friendly, caring service
which is devoted to providing the best financial products for its
Clients.
With the reputation of
its sound,
long established local business, Financial Planning - Mortgage
& Insurance Services Ltd
has developed a reliable and loyal Client base in and around Wells
and the South West.
Financial Planning - Mortgage &
Insurance Services Ltd is a Registered Introducer to Higos Insurance for the provision
of General Insurance both individual and commercial,
specialising in business and farming insurances.
Higos undertake the daily
administration and management of the substantial Portfolio of our General Insurance Clients, established
since 1968 by Bob O'Malley-White.
Financial Planning - Mortgage &
Insurance Services Ltd,
undertake professional financial planning for individuals and
businesses, offering:
- Inheritance Taxation Planning *
- Mortgage Protection
- Life and Critical Illness *
- School Fees Planning
- Lump Sum Investment - Managed
Portfolio,
- Investment Bonds, ISA, OEICs
and Monthly Savings Plans
- Care Home Fees *
- Pensions - Personal and
Executive
- Small Self Administered Schemes
(SSAS)
- Pension transfer Plans
- Stakeholder Scheme for Employers
and Employees
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