Broadbent Mawson Financial Consulting Ltd
INDEPENDANT FINANCIAL ADVISERS

When was the last time you reviewed your financial affairs? Most people are to busy with other aspects of life to pay attention to their financial situation.
At Broadbent Mawson, with you as our client, we will invest a lot of time getting to know you both personally and financially. We like to know your current circumstances and to discuss your plans for the future.

Broadbent Mawson Financial Consulting can provide professional advice on the following:

State Holder Pensions:
Whether you are employed or self employed you will need guidance. Even if you are in a company scheme you should obtain clarification on the level of benefits you will receive, as most people greatly over estimate their pension entitlement
Life Assurance:
Financial provisions for dependants upon the death of the breadwinner are essential. The cost of life assurance has fallen dramatically over the last few years, but you could still end up paying twice the amount needed if you choose the wrong company

Investments:
Your spare capital can be better invested in long term products such as, Insurance Bonds, Unit Trusts and Personal equity Plans, rather than a Bank or Building Society.

School Fees Planning*:
Many more parents are now looking to save for future education cost for their children. We can advise on the best way of planning those costs.

Mortgages*:
Building Societies offer a bewildering range of mortgage plans for both first time and existing borrowers. As an independent financial adviser we can help to arrange the plan that best suits your requirements.
Savings Plans*:
Saving a small sum each month in a tax efficient savings plan can build up sufficient funds for a future commitment such as weddings or to supplement your cash in retirement

We can also provide advice on the following :

Permanent Health Insurance*
Private Medical Insurance*
Tax Planning*
Critical Illness Cover*

Broadbent Mawson Financial Consulting Ltd
111 Old Street
Ashton-under-Lyne
Lancashire
OL6 7RW

Tel: 0161 330 1010 ..........Fax: 0161 343 1316

 

Life Assurance and Pensions are generally long term investments and there may be financial penalties for ending a contract prematurely.
The price of units can go down as well as up and past performance is not necessarily a guide to the future

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

* Not regulated by the Personal Investment Authority.