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Financial Services

Our Financial Services Department offer a full financial review of your existing arrangements including:

Life assurance, Income Protection

Accidnet Sickness Unemployment Cover Quote Icon

Protection for your loved ones including Mortgage or Loan Protection Replacement in the event of death or critical illness, income protection in the event of Sickness, Accident and Disability or redundancy

We can now offer you the option to Quote & Buy Accident Sickness and Unemployment (ASU) cover from Assurant Solutions on our website. Click this link to go to the quote page.

Business Protection including Keyman & Partnership Cover.

Pension planning

Personal & Stakeholder Pensions, Group employer arrangements, Self invested Pensions. Unlocking or Transferring old & expensive arrangements, updating your current plans in order to make sure you have enough income at retirement.

Savings & Investments

Whether investing for growth or income we can advice in Unit & Investment Trusts, Bonds, Offshore Funds, Stocks and Shares Bank or National Savings accounts. Working together we can make the most of your current investments or help you build a tax efficient nest egg for the future.

The Financial Services Authority does not regulate deposit accounts and some forms of offshore investment.

Mortgages
If you looking for a new home, an investment property or funding for a new business premises, we have the latest information and access to the whole lending market.

There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £250. Your home may be at risk if you do not keep up repayments on your mortgage.

USEFUL DOCUMENTS & LINKS
ASU Quote & Buy
FSA Money Made Clear

When your circumstances change sound financial advice is imperative so if your getting married, planning your family, funding education, moving home, starting your own business or investing that unexpected windfall call KGJ on 01384 390909 or e mail enquiries@kgjinsurance.com