Estate Asset Management is authorised and regulated by the Financial Conduct Authority.
FCA number 544537. Registered office: 103 Brookfield, Neath, SA10 7EL
© Estate Asset Management 2015
Updated January 2015
INVESTMENT & SAVINGS
ISA
INVESTMENT BONDS
IHT PLANNING
MORTGAGE ADVICE
MAIN RESIDENCE
FIRST TIME BUYER
BUY TO LET
REMORTGAGE
RETIREMENT PLANNING
PERSONAL PENSION
PENSION CONSOLIDATION
AUTO ENROLMENT
INCOME DRAW DOWN
ANNUITY
PROTECTION
BUSINESS PROTECTION
FAMILY PROTECTION
LIFE ASSURANCE
MORTGAGE PROTECTION
ASSET PROTECTION
Our process for each of the above is:
- to understand your needs
- identify a solution
- research the market
- implement with your agreement and understanding
- conduct regular reviews
