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
