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RG - Reading

Kudos Financial
    Consultancy
Tamar Independent
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Millhaven Independent
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Advice on Money
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Jennings Wealth
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Advice on Money

Address: 8a Richfield Avenue, Reading, Berkshire RG1 8EQ
Telephone: 0118 958 6421
Fax: 0118 958 8431
E-mail: enquiries@adviceonmoney-ifa.co.uk

Contact: Keith Hargraves

General information

Advice on Money was set up in 2002 with one simple mission – to help people like you, get more from your money. We are passionate about our independence and professionalism and have helped many clients improve their finances, both by saving them money on their existing mortgage i.e. by remortgaging to a lower rate, or life insurance and by arranging their investments in a more tax efficient way. If you would like to do the same or just need a friendly professional assessment then give us a call on 0118 958 6421.

We specialise in post retirement issues such as releasing Equity from your home (Equity Release), Open Market Options (Getting the best income from your pension fund), Inheritance Tax planning and providing for Long Term Care.

We are an appointed representative of Sesame Limited, the largest provider of Support Services to Financial Advisers in the UK, which means you also benefit from the additional research and support they provide us.

Services
  • Mortgage Broker
  • Equity Release – releasing equity from your home to improve your retirement www.equity-release-advice.co.uk
  • Inheritance Tax planning
  • Investment advice - both for new money and rebalancing existing portfolios, which may have suffered from too high an exposure to equities.
  • Life Insurance and Critical Illness insurances
  • Immediate pensions – purchasing annuities and getting the most from your pension fund www.advice-on-annuities.co.uk
  • Advice on paying for Long Term Care www.adviceoncare.co.uk
  • Secured Loans www.able2lend.co.uk
For further information, or to arrange a free initial assessment, why not ring us today – we will be pleased to help!

Your home may be repossessed if you do not keep up repayments on your mortgage or other debts secured on it.

For mortgages you can choose how we are paid, usually 0.5% of the loan amount, or we can accept commission from the lender, subject to a minimum of £500.00

Equity Release includes Home Reversion Plans and Lifetime Mortgages. To understand the features and risks, ask for a personalised illustration.

For Equity Release you can choose how we are paid, usually 2.25% of the amount released or facility applied for, subject to a minimum of £1,250.00. Alternatively you can pay by a combination of Fee and Commission, usually 2.25% of the amount released or facility applied for, subject to minimum of £1,250, the commission we receive from the lender, usually 1%, can be used towards this fee, leaving you to pay the balance.


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