Trafford Investments Limited

Independent Financial Adviser  20 Market Place, Market Bosworth, Warwickshire, CV13 0LF
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FCA authorised
Last authorised 20th September 2021
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
Meet our advisers
MR Simon Murby CeMAP CeRER CeCEM DipFA
Independant Financial Adviser
MR Paul Hemingway DipFA
Managing Director
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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
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.

20 Market Place, Market Bosworth, Warwickshire, CV13 0LF

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