Mountguard Financial & Insurance Consultants

Independent Financial Planning

Do you remember the old days when you weren’t expected to lift the telephone to speak to a faceless person in a call centre to arrange everyday needs?

We continue to pride ourselves on face to face local service.

If you need advice on any areas of financial planning we have fully qualified Independent Financial Advisers on hand to help.

Being independent means we are not tied to any one company (or mortgage lender) and therefore our advice is completely unbiased. We have the facilities to research the entire UK market place on your behalf to find the right solution to fit your unique circumstances.

We offer an initial discussion (without charge) when we will describe our services more fully and explain the payment options. If you decide to go ahead, we will:

Gather and analyse personal information about you, your finances, your needs and objectives.
Recommend and discuss any action we think you should take and, with your agreement, arrange relevant products for you.
Offer bespoke solutions to meet your financial and insurance needs.

We offer advice on:-

Providing for your dependents in the event of your death

Providing a cash sum in the event of serious illness

Replacing your income in the event of ill health

Providing medical care

Saving for the future

Receiving advice on existing capital

Planning a secure retirement

Providing for practical help in old age

Inheritance tax planning/mitigation

Mortgage

Equity release

Please note your home may be re-possessed if you do not keep up payments on your mortgage or any other debt secured on it.

If you like business done the traditional way, we only ask you to make one phone call – the one to arrange your first appointment. Contact us on the telephone number below. Alternatively, our Information Request Form can be found on the ‘Contact Us’ page.

Mountguard Insurance & Financial Consultants Ltd
Tregenna Place,
St Ives,
Cornwall TR26 1SD

Tel: 01736 793316

Fax: 01736 797697

Email: enquiries@mountguard.co.uk