Ad Valorem Lifetime Planning
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Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
- Sub prime
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Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Business
- Commercial mortgages
- Group life insurance
- Group pensions
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Tax & trust planning
- Estate planning
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Financial planning
- Wealth management
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Insurance & protection
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
Ad Valorem Lifetime Planning has been in practice for 32 years. We can provide a comprehensive, professional service to help you create your financial future. This includes onshore & offshore investments, IHT planning, pensions, mortgage and insurances.
We work on a fee or commission basis. All costs will be discussed at your first meeting, which will be free of charge.
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