Retirement options - pre and at retirement, including all recent budget changes i.e. access to full lump sums etc.
Care home fees planning
Investments and savings including ISAs, life assurance and pensions
Mortgages* and equity release**
Inheritance tax planning***
Taxation advice for entrepreneurs and business owners***
Complete financial health check
Pension plan charges too high? Free initial cost check available
Based in the West Midlands, MMR Financial Planning (Midlands) Ltd are dedicated to providing honest and reliable financial services and advice to all of our clients.
Whether you need advice and information on business loans or asset protection, we can help; offering a free, initial consultation. Our financial advisors are accredited Independent Financial Advisers and we can also offer a full financial health check to see how you're doing.
As we are independent, you have the choice whether to pay a fee for the mortgage advice we provide which is typically 0.5% of the mortgage amount.
*Your home may be repossessed if you do not keep up repayments on your mortgage. **This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration. ***Tax planning is not regulated by the Financial Conduct Authority.
MMR Financial Planning (Midlands) ltd is authorised and regulated by the Financial Conduct Authority.
If you are looking for independent financial advice, then please call MMR Financial Planning (Midlands) Ltd today on