We offer a wide range of investment services, from simple ISA’s , to tax advantageous trust schemes; or perhaps finding the best Discretionary Fund manager to suit you...
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
We are passionate believers in the value of life and critical illness insurance. Sadly this is borne out by the claims we administer for our clients all too frequently...
Mortgages are increasingly complex and difficult things to get right. With 55 years of experience, we are familiar with the nuances of mortgage broking...
Your home may be repossessed if you do not keep up repayments on your mortgage.
It’s been a long held belief that final salary pension benefits should be retained as a default position and the arguments against transfer have been hard to refute...
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Pensions offer an unrivaled opportunity to save for your old age, with HMRC giving generous income tax rebates in the process...
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested
We are happy to introduce you to a number of different specialist brokers who provide a bespoke service. We are not looking to compete with the ‘price is...
If you want a job done properly...
give it to a professional
If you would like to know more about a specific service, please select the link from the list, or contact us either by calling 01342 8509 467
Tax treatment varies according to individual circumstances and is subject to change
Your home may be repossessed if you do not keep up repayments on your mortgage
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Enterprise Investment schemes (EIS) and Venture Capital trusts (VCTs) invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
Stocks and Shares ISAs invest in Corporate bonds; stocks and shares and other assets that fluctuate in value
Commercial Finance and mortgages, Bridging Loans, Bank Accounts, Second Charge Mortgages and Overseas Mortgages are offered by referral to specialist adviser.
Employee Benefit schemes, Buy to let mortgages, Tax Planning and Long Term Care are not regulated by the Financial Conduct Authority
Will writing is not part of the Quilter Financial Services Ltd offering and is different in our own right. Quilter Financial Services Ltd accept no responsibility for this aspect of our business.
Will writing, commercial mortgages and trusts are not regulated by the Financial Conduct Authority.
This Payment Protection Insurance is optional. There are other providers of Payment Protection Insurance and other products designed to protect you against the loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk
NEST and overseas mortgages are not regulated by the Financial Conduct Authority
Services we are able to offer inhouse
Buildings and contents insurance
Child trust funds
Critical illness insurance
Disability benefit insurance
Employee benefit schemes
Equity release mortgages
Income protection insurance
Investment bonds and trusts
Key person / shareholder and director insurance solutions
Long term care insurance
Mortgages payment protection insurance‡
Pension plan consolidation
Phased retirement plans
Private medical insurance
Professional indemnity insurance
School fees planning
Services we offer through external partners
Discretionary Portfolio Management
Private banking services
You are now departing from the regulatory site of Meekins and Company. Neither Blueprint Financial Solutions Limited nor Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are responsible for the accuracy of the information contained within the site and the information and products it contains may not be regulated by the Financial Conduct Authority (FCA)
Family run business since 1963