Bluetree Financial Services Ltd Logo

WE ARE HERE TO HELP

 CORONA VIRUS UPDATE - Mortgage Payment Holidays

 We can help with information and contact details or reference details for your lender. You will need to contact your lender directly to set this up but your adviser will be happy to discuss your situation. Contact Us

 For up to date news on Lenders:

Lender Latest on Payment Holidays 20.03.2020.docx

 Latest Update from your adviser:

CORONA VIRUS LATEST UPDATE FROM YOUR ADVISER.docx

 

 

 

 

Facebook_48.png Twitter_48.png Linkedin_48.png

Natwest Finalist Award

WE ARE HERE TO HELP

CORONA VIRUS UPDATE

Protection Policy Claims

If you are uncertain about whether your policy will pay out in relation to COVID-19 or a related affect, please contact your adviser. Contact Us

Please don’t stop paying your premiums as this is likely to invalidate your cover and could mean you miss out – talk to us first to see what the options might be.   Contact Us

article_image_mortgages-6.png

Mortgages

A mortgage is likely to be the single largest financial commitment you ever make. There's a wide range of mortgage products out there, with varying interest rates and repayment options available. 

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT. 

Our fee for this service is £800 or 2% of the loan amount, if greater. Typically this will be £500.

article_image_insurance-5.png

Life and Protection Insurance

Life and Protection Insurance policies can protect you and your family from the financial consequences of death, a serious accident or illness, or unemployment.

article_image_pensions-3.png

Pension Planning

It's important to plan ahead for your retirement. Here, we explain why pension planning is so important, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.

article_image_at_retirement.png

At Retirement 

It can be difficult to understand your options at retirement. In this section, we have explained some common retirement options in plain simple language. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.

article_image_investments-8.png

Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.

article_image_general_insurance-1.png

General Insurance

It’s important to ensure you put the right insurance in place to protect your home, it’s contents and your overall financial security.

article_image_business-protection-5.png

Business Protection

Business protection is all about insuring for the unexpected. It's a way of protecting your business if something goes wrong.

article_image_information-6.png

General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.