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Planning For The Future
The Loughborough has teamed up with Towergate Financial East to offer members a full financial planning service which includes:
- Retirement planning (pensions and investments)
- Investments (including bonds, stocks and shares)
- Tax and Inheritance Tax planning
- Protection (life assurance, critical illness cover, mortgage payment protection)
Towergate Financial East was created in 2002, initially trading as m2 Financial Limited, and is an award winning business, with recent highlights being:
- 2009 Financial Adviser Large IFA firm of the year
- 2009 Financial Adviser Overall Life and Pensions IFA of the year
- 2009 Financial Adviser Group Pensions IFA of the year (which retained the award won in 2008)
Many of our members have already benefited from having an independent review of the current financial position, and in creating sustainable and considered future financial plans.
Towergate offer a choice of two client service programmes for clients seeking individual financial planning and advice:
- The Towergate Financial Choice programme is designed for clients with uncomplicated financial affairs, seeking a high quality service. The Choice programme is specifically designed for clients with investments of up to £75,000 but may be appropriate for other clients too, depending on your needs.
- The Towergate Financial Wealth programme is designed for clients seeking the high quality service provided by the Choice programme but who have other specialist needs or investment requirements such as regular face-to-face reviews. The Wealth programme is specifically designed for clients with investments of more than £50,000 but may be appropriate for other clients too, depending on your needs.
For more information on either of these client programmes or to undertake a review of your current financial plans please arrange an appointment with a Towergate financial adviser through your local Loughborough branch or through the Head Office on 01509 610707.
We look forward to helping you with your future financial planning.