Trafford Investments Limited

Independent Financial Adviser  20 Market Place, Market Bosworth, Warwickshire, CV13 0LF
First meeting at adviser's own cost
Together with our associated Chartered Accountancy company,Trafford Accountants Ltd , we can now offer a comprehensive financial services package.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Accident & sickness
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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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EEA
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Rest of world
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Simon Murby CeMAP CeRER CeCEM DipFA
Independant Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This unit covers common types of products and schemes, the legal and regulatory framework, factors affecting the value of commercial property, risk management in the various commercial sectors, information gathering, affordability, suitability and breaches of payment.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Paul Hemingway DipFA
Managing Director

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

We have been established since 1987 and from our office in the centre of Market Bosworth provide friendly unbiased independent financial advice.
We can help and advise you on investments , pensions , mortgage, and life insurance.
Our mortgage specialists can advise on and help arrange any type of mortgage at the UK's most competitive rates.
We specialise in equity release , larger mortgages, and buy to lets.

Our services

We specialise in retirement planning. We can analyse your existing pension plans to ensure they match your attitude to risk , offer the most competitive charging structure , and are on track to deliver sufficient funds to provide a you with a comfortable retirement. If not, we can arrange a new plan to meet all your needs, at a lower cost and with more flexibility , accessible for you to follow 24 hours per day, 7 days a week.
All our advisers also have the additional qualification to help and advise you on equity release and lifetime mortgages in particular

Where to find us
Head office address: 20 Market Place, Market Bosworth, CV13 0LF
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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