Financial Advice LeicesterFinancial Advice Leicester
Financial Advice Leicester
 
 





Protection

Life Assurance

Making decisions about life insurance can be difficult, complex and daunting. A vast array of contracts and policies exist, from which to choose. By consultation we will be able to analyse which type of policy is best suited to your particular needs and the amount of life cover required. We will also ensure premiums are affordable and how to effect the correct contract depending on whether your need is to protect your family, your business, your mortgage or other debts including future liability to inheritance tax.

Income Protection

This provides a regular income if you are unable to work due to an accident or illness.

Critical Illness

To provide a lump sum payment on diagnosis of a specified illness (e.g. cancer, heart attack or stroke)

Private Medical Insurance

To cover the costs of private medical treatment.

For more information and details on these financial services simply complete our contact form and we would be happy to arrange a meeting to discuss, informally and confidentially, how our financial services can be of benefit to you.

 


15 Andover Street, Leicester LE2 0JA. Tel: 0116 2470304 Fax: 0116 2471163

Registered Address: As above | Registered in Englad and Wales No. 2086953 | Authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate taxation and trust advice, some aspects of buy to let mortgages or commercial mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be 1% of the mortgage advance.
For example, a mortgage of £100,000 would equate to a fee of £1,000 plus VAT.
In the event that your mortgage does not complete we will not charge you a fee.
The guidance and / or advice contained within this website is subject to the UK regulatory tax regime and is therefore primarily targeted to customers in the UK.
Levels, bases of and reliefs from taxation may be subject to change.

Westerby Investment Management constantly strive for excellence in the provision of independent financial advice to our UK and International clients, thereby protecting Westerby's position as a prominent, well established, leading firm of specialist consultants.

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