Alexander Jacob is dedicated to bringing you the best experience when buying or selling a home. This can be a complex process and we have chosen to work with Clear Future Wealth Management Ltd to help provide financial advice.
Clear Future Wealth Management Ltd have over 15 years’ experience within the financial services industry holding a wealth of knowledge and experience to provide clear, transparent and helpful advice.
The new world of mortgage advice is forever changing, both in terms of offers available, regulation, and how lenders assess loan applications. Understanding your needs, then matching that to the requirements of lenders, we can help you save time and money.
Clear Future Wealth Management Ltd can add value to your home buying experience by:
- Helping to identify the correct amount of deposit to secure the best interest rate offering
- Check how best to structure the term of any borrowing, in connection with your age, objectives and retirement plans.
- Understand the risks associated with different repayment types such as interest only versus repayment.
- Not waste time and money with lenders that appear attractive at first glance , but would ultimately not accept you due to strict underwriting criteria.
- Not waste time and money by paying too much for insurance to protect your assets.
Clear Future Wealth may also upon request discuss the following areas of financial planning:
- Retirement planning with frozen pensions, current pensions, and using pensions for retirement.
- Estate planning with links to will writers
Clear Future Wealth Management Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority