Style Insurance & Mortgage Services Limited

Independent Financial Adviser Style Insurance & Mortgage Services Ltd, 10 Kindersley Close, West Sussex, East Grinstead, RH19 3NJ
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
19th August 2019
I aim to provide a fast efficient friendly service whether it's a mortgage, life protection, pension, investment or corporate planning
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Martin Benn
Director
What our clients say
Dear Martin Just wanted to let you know we are moved in after a manic week. It was unexpected that things would move so fast but glad it's all over. Thank you so much for your part in getting us sorted. You are very patient and kind thank you so so much for all your help we are very happy in our new house. All the best Selina and Stuart
Selina and Stuart Pryor, Canterbury
Where to find us

Style Insurance & Mortgage Services Ltd, 10 Kindersley Close, West Sussex, East Grinstead, RH19 3NJ

Make an enquiry
About us

Established in 1989, I provide Independent Financial Advice on Mortgages, Life Assurance, Income Protection, Health Insurance, Private Medical Insurance, Investments, School Fees Plans, Pension Savings, Retirement Planning Advice and IHT (Inheritance Tax and Estate Planning) to personal and corporate clients throughout Sussex, Surrey, Kent, London and South East.

As an Independent Financial Adviser, I have a clear vision in providing unbiased financial advice.

Personal Advice – I can help you to plan your finances towards achieving your life goals and ambitions.

I can help you in every aspect of your financial planning, from managing your budget through to designing and monitoring an investment portfolio and your pension planning before retirement and income needs after retirement. I treat everyone as an individual with different ideas and aspirations.

Whether it's Mortgage Advice to purchase a Home, Remortgaging, Buy to Let loan, or a Second Charge Loan, I can help.

Corporate Advice – I advise SMEs on Key Man Protection, Share Purchase Protection, Business Loans, Business Purchase Loans, Commercial Property Loans, Asset Finance, arranging Finance for Management Buy-Outs (MBOs), Employee Benefits Packages, Pensions Auto Enrolment and helping owners make plans for Retirement.

Insurance and Protection for yourself, your family and/or your business.

Our services

I provide professional independent and unbiased advice on Mortgages, Life Insurance, Income Protection, Health Insurance, School Fees, Pension Savings, Investment Planning, Inheritance/Tax Planning, Annuities and Maximising Retirement Income.

I can recommend a suitable investment plan and select an asset allocation and fund choice that best matches your attitude to risk. I will manage your portfolio and provide regular updates.

Whether it’s an ISA, Pension, Investment Bond, Unit Trust, VCT or EIS, I have the knowledge and skills.

I use sophisticated software to source the whole of the mortgage market, enabling me to provide a mortgage to match your needs.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Investments

Since January 2012, the way in which we and other IFAs charge for the services we provide has changed. For investment-related advice, for example, Investment ISA, savings, investments bonds, pensions, retirement planning, or other investments commission is longer charged. We and other advisers are paid by charging a fee, which can be a fee for investment related advice. This can be a by way of a single fee, an hourly rate, or a flat fee, which in most cases can be built into the contact as an n adviser charge.

For protection and mortgage advice we will offer you the option of paying a fee, or we can be paid commission by the insurance or mortgage provider. If you choose to pay a fee, any commission we may receive can be refunded, or offset against our charges.

For all insurance premiums over £65.00 per month ( £780,00 per annum), we automatically waive 15% of any receivable commission, which benefits all clients by reducing the premiums payable.

THE VALUE OF YOUR INVESTMENTS CAN GO DOWN AS WELL AS UP, SO YOU COULD GET BACK LESS THAN YOU INVESTED. * ANNUAL MANAGEMENT CHARGES APPLY.

Stocks & shares ISAs are designed to be held for the medium to long term.

Mortgages:

If we arrange a mortgage for you a fee of £570.00 is payable for processing your mortgage application but only when we submit your application to a lender. This is in addition to any fee we may receive from the mortgage lender.

Style Insurance & Mortgage Services Ltd is Authorised and Regulated by the Financial Conduct Authority.

FCA No: 512604

Consumer Credit Permission No: 662596

YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.

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