Independent Financial Advisors (IFA) in Balsall Common, near Coventry



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CV - Coventry

YourIFA

Decifa Limited

Simpson Financial
Services Limited

Jamieson Christie
Wealth Management Ltd

Smart Money
Choices

Money Doctor
Financial Planning Ltd

Smart Money Choices

Address: 4 The Old Bakery, 242 Station Road, Balsall Common, CV7 7EE
Telephone: 01676 529 102
Fax: 01676 928 197
E-mail: helen@smartmoneychoices.co.uk
Visit our Web Site: www.smartmoneychoices.co.uk

Contact: Helen Wilkes

General Information

My passion is to provide you with best advice finding you the best products and giving you high quality service.

I have a genuine desire to get to know you first through an initial meeting which will enable me to get an understanding of your current situation.

Giving you access to my experienced advice whether it be to confirm your existing arrangements and/or make recommendations that will plug any gaps or improves on your monthly outgoings.

When giving advice and making recommendations it is important to match your needs and circumstances to the right solutions making sure�

A mortgage is exact in that it suits your current and future plans, so not leaving you locked into high early repayment charges
An insurance product is accurate in the cover it provides you, so not leaving you unprotected when making a claim

I am committed to ensuring that you feel content in the knowledge that you are in safe hands from the first meeting to the coming years as your financial circumstances change.

Advice provided on
Mortgages Life Assurance Critical Illness Income Protection	Equity Release Family Income Benefit Private Medical Insurance Household Insurance

Please contact me directly or visit my website at www.smartmoneychoices.co.uk for further information

Smart Money Choices is an Appointed Representative of Personal Touch Financial Services Limited which is authorised and regulated by the Financial Services Authority

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