Areas of Advice

8th floor, 379 Hudson St,New York, NY 10018

1-800-123-6879

contact@finance.com

People and Businesses need quality Financial Advice in many financial areas, as having a qualified and experienced adviser on your side is a very wise thing to do. Your Financial Genie has categorised these financial areas under different categories so you can choose in which area(s) you need to receive a Mortgage/Financial advice.

Pension Advice

Pension Reviews

Pension Transfers

Final Salary pension advice

Pension and Divorce

Retirement solutions

Annuity Purchase

Drawing tax free lump sum from your pension

PensionÂ Draw-down

Retirement Income Planning

Long Term Care Planning

Equity Release

Lifetime Mortgages

Home reversion plans

Investments & Savings

Investing for income

Investing for growth

Wealth Management

ISAs

Ethical Investments

Protection

Life Insurance

Critical Illness Insurance

Whole of Life policy

Protecting your own income plan

Private Health Insurance

Mortgage & Lending

First time buyers

Re-mortgage

Buy-to-let mortgages

Second Charge

Commercial Lending

Bridging Finance

Inheritance tax

Mitigate/reduce inheritance tax bill

Inheritance tax planning

Protect your estate from inheritance tax

Setting up different types of trusts

Wills

Business Advice

Auto â€“ enrolment advice

Company/directors pension planning

Key man insurance

Shareholders protection plans

Are you looking for a replacement?

Had your advisor retired?

Do you not have an advisor currently and you need one?

Did your Bank stop offering financial advice?

Have you lost contact with your advisor?

If your answer is Yes to any of the above, Your Financial Genie will find you an advisor that can start taking care of your financial plans.

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