Aspire Mortgages & Financial Services Ltd
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Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- High loan to value
- Remortgage
- Residential
- Self employed
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
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Expatriate finances
- EEA
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Financial planning
- Wealth management
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
My service is based on a set of principle centred values through which I build up mutually beneficial relationships with my client to help them develop a short, medium and long term financial strategy to meet their objectives.
To discuss principle centred values contact me.
Provide suitable financial safety nets to protect you, your family and business.
Develop short, medium term investment plans suitable for the clients circumstances.
Minimize the income, capital gain and inheritance tax through utilizing tax allowances.
Arrange finance for residential and commercial property purchase and re-mortgaging.
Provide guidance on and setting up suitable tax efficient wills for inheritance tax estate planning and suitable lasting Powers of Attorney.
Review the arrangements which have been set up and make necessary changes required meet changing circumstances.
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