Financial Planning

Helping you understand you understand your lifetime cashflow to help you achieve you goals in life.

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Financial Planning

The Mortgage Factory’s expert financial planners work with our clients who want a little bit more than a financial transaction. With our financial planning service we work for you long-term to maximise your investments. Have you ever sat down and worked out how much money you need throughout your life and whether you are going to have enough, too little, or too much..? (Yes, some people do have too much money!)

The value of pensions and investments and the income they produce can fall as well as rise, you may get back less than you invested.

The Financial Conduct Authority does not regulate on Tax Planning.

Tax treatment varies according to individual circumstance and is subject to change.