Personal Financial Planning

Planning for your future is imperative, whether you are considering the best way of investing or planning for retirement we can help you find ways of making the most of your money. As the economic climate continues to evolve it makes sense to have experts guide you.

We also provide advice on protection so we can help you plan so that in the event of illness or death, those close to you and your personal assets will be protected. If you are looking for personal financial planning advice, our Independent Financial Advisers are here to help.

Personal Financial Planning

Planning for your future is imperative, whether you are considering the best way of investing or planning for retirement we can help you find ways of making the most of your money. As the economic climate continues to evolve it makes sense to have experts guide you.

We also provide advice on protection so we can help you plan so that in the event of illness or death, those close to you and your personal assets will be protected. If you are looking for personal financial planning advice, our Independent Financial Advisers are here to help.

Investments

We provide independent and unbiased advice on investments. Whether you simply want to put some money away for the future or you have a complex portfolio of investments we can provide the assistance you need. As well as arranging investments for you we offer an ongoing service which ensures the products and funds continue to meet your needs and objectives.

Investments

We provide independent and unbiased advice on investments. Whether you simply want to put some money away for the future or you have a complex portfolio of investments we can provide the assistance you need. As well as arranging investments for you we offer an ongoing service which ensures the products and funds continue to meet your needs and objectives.

Pensions

Pavey Group Financial Services has considerable expertise in helping our client’s with all retirement matters. Whether you are considering setting up your first pension or you are approaching retirement and want to consider your options we can give you the help and advice you need.

Pensions

Pavey Group Financial Services has considerable expertise in helping our client’s with all retirement matters. Whether you are considering setting up your first pension or you are approaching retirement and want to consider your options we can give you the help and advice you need.

Mortgages

For most of us, buying a home is one of the biggest financial investments we will ever make, so taking the time to make sure you get the right deal is paramount.  

With so many mortgages on offer in the UK, choosing the best fit can be a challenge. We use the latest independent sourcing software which allows us to search all of the deals in the market place to offer the best mortgages available to our clients.

Mortgages

For most of us, buying a home is one of the biggest financial investments we will ever make, so taking the time to make sure you get the right deal is paramount.  

With so many mortgages on offer in the UK, choosing the best fit can be a challenge. We use the latest independent sourcing software which allows us to search all of the deals in the market place to offer the best mortgages available to our clients.

Equity Release

Equity Release Schemes also known as Lifetime mortgages, allow people over the age of 55 to release a lump sum from their property, whilst continuing to live in their property for as long as they wish. With property prices at historically high values more and more people are considering Equity Release as an option.

With many different lenders in the marketplace, it is important to take independent and impartial advice before making a decision that is likely to affect you for the rest of your life. We can help you with this decision.

Equity Release

For most of us, buying a home is one of the biggest financial investments we will ever make, so taking the time to make sure you get the right deal is paramount. With so many mortgages on offer in the UK, choosing the best fit can be a challenge.

Equity Release Schemes also known as Lifetime mortgages, allow people over the age of 55 to release a lump sum from their property, whilst continuing to live in their property for as long as they wish. With property prices at historically high values more and more people are considering Equity Release as an option.

With many different lenders in the marketplace, it is important to take independent and impartial advice before making a decision that is likely to affect you for the rest of your life. We can help you with this decision.

Life Insurance

Have you considered how your family would cope if the worst was to happen? Making sure they are provided for in this event, means that you can get on with enjoying life, knowing they will be looked after if you are no longer around.

We can arrange Life Insurance to cover your mortgage, provide family protection or even cover Inheritance Tax liabilities. As Independent Financial Advisers we can look at the whole market and choose the product which best suits your needs.

Life Insurance

Have you considered how your family would cope if the worst was to happen? Making sure they are provided for in this event, means that you can get on with enjoying life, knowing they will be looked after if you are no longer around.

We can arrange Life Insurance to cover your mortgage, provide family protection or even cover Inheritance Tax liabilities. As Independent Financial Advisers we can look at the whole market and choose the product which best suits your needs.

Health Insurance

There are a number of different types of health insurances provided by many different insurers. It is an area that can be confusing for our clients. We will therefore guide them through the various different options to find something that really provides value for money.

Policies include Critical Illness, Income Protection and Private Medical Insurance.

Health Insurance

There are a number of different types of health insurances provided by many different insurers. It is an area that can be confusing for our clients. We will therefore guide them through the various different options to find something that really provides value for money.

Policies include Critical Illness, Income Protection and Private Medical Insurance.

Private Medical Insurance

Private Medical Insurance allows you to access diagnosis and treatment promptly via private healthcare. The policies can be arranged for individuals (and their immediate family if required) or as a company policy to insure their employees.

Most modern Private Medical Insurance policies are modular allowing benefits to be tailored to your circumstances. We can help you with these decisions to strike a suitable balance between comprehensive cover and reasonable premium.

Private Medical Insurance

Private Medical Insurance allows you to access diagnosis and treatment promptly via private healthcare. The policies can be arranged for individuals (and their immediate family if required) or as a company policy to insure their employees.

Most modern Private Medical Insurance policies are modular allowing benefits to be tailored to your circumstances. We can help you with these decisions to strike a suitable balance between comprehensive cover and reasonable premium.

Ready to talk?

 

Our financial advisers are here to help. To arrange an independent review, email us below or contact the team on 01803 652030.

 

Ready to talk?

 

Our financial advisers are here to help. To arrange an independent review, email us below or contact the team on 01803 652030.

 

Regulated by

Pavey Group Financial Services Limited is authorised and regulated by the Financial Conduct Authority Registration No. 463257. Registered in England No. 3418320. Registered address: 50 The Terrace, Torquay, TQ1 1DD.

Office

Minerva House
Orchard Way
Edginswell Park
Torquay
TQ2 7FA

Tel: 01803 652 030

IFA

© Copyright 2015 – 2018. Pavey Group Financial Services. All rights reserved.