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If you would like to be kept informed about new articles, click on the continue button below and register.
You will be given a username and password which will allow you to access our Client Services Secure Area.
You will then be able to amend your personal details and select your Financial Goals as follows:
- Protection for the family in the event of your death
- Income protection in the event of illness
- Providing a cash sum in the event of serious illness
- Long Term Care planning
- Providing a good return on your Savings / Investments
- Funding for future education fees
- Planning for your retirement
- Reducing your tax bill
- Mitigating possible inheritance tax
- Increasing your income
- Raising money
- Capital Investment
- House purchase or remortgaging*
Your home may be repossessed if you do not keep up repayments on your mortgage.
*Whilst we have chosen not to be authorised to advise on mortgages, we are able to give generic information about mortgages as part of your overall financial plan and if required, refer you to a a specialist mortgage adviser within Caliber Financial Associates who can help with specific advice in this area. We can, however, advise on suitable repayment vehicles, including policies that repay the mortgage in the event of death or critical illness.
You may still find our mortgage calculators useful to give a general guide on what you can afford.
We will then use this information to send specific news and comment relating to those areas of Financial Planning that you have chosen.
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financial goals
in order for us to provide you with suitable information on financial planning issues, please spend 2-3 minutes in completing the Financial Priorities section.