BV Services

 

BV Services Independent Financial Advisers

 

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Areas of Advice

As independent financial advisors, BV Services undertakes research of the whole market place and offers personalised advice on all of the following:

Savings and investments

ISAs, OEICs, unit trusts and other collective and tax-efficient investments, bonds

Pensions and retirement

Personal pensions, self-invested personal pensions (SIPPs), group schemes and auto-enrolment, income drawdown, annuities

Personal and business protection

Term assurance, income protection, critical illness cover, medical insurance, key man insurance

Life changes

Birth and children, long term care, death, marriage/civil partnership, divorce, redundancy

Mortgages

Residential mortgages (discount, fixed, offset, etc), investment (buy-to-let), equity release

Education fees

Saving for the costs involved with school and college/university

Equity release

Lifetime mortgages, home reversion plans

Long term care fees planning

Investing for potential and continuing long term care needs

Inheritance tax (IHT) planning

Wills, pensions, trusts, IHT mitigation

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© John Bramwell 2015 - BV Services is authorised and regulated by the Financial Conduct Authority