David Cupples

DipFA, CeMAP, MLIBF Financial Planning Consultant with Mortgages

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning & Trusts
Your home may be repossessed if you do not keep up repayments on your mortgage.
Buy to let mortgages are not regulated by the Financial Conduct Authority.
 

Mortgage placement and arranging for:
First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared


Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans


General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection