Equity Release

VIP SERVICE

The VIP service provides a unique financial service for selected clients. For a set monthly fee this new service offers many benefits, including: -

*Comprehensive annual Financial Review.

* Dedicated named Financial Adviser.

* Professional Independent Financial Advice.

* Unlimited access to your own named Adviser.

* Free annual mortgage review (normally £200.00).

* 25% discount off our published tariff and charges

*Access to professional estate planning and will writing service.

* Access to our approved &recommended Solicitors, Accountants, Stockbrokers and Surveyors, and other professional connections

* Best savings rates and credit/loans deals.

* Household insurance comparison service.

*Low cost Car Breakdown insurance.

*Comprehensive Data storage kept on important documents, i.e: financial plans and policies.


IN DETAIL THE ABOVE SERVICES PROVIDE:-


Comprehensive diarised annual Financial Review.

Your adviser will carry out an annual review of your financial planning affairs and will provide advice and guidance on your future financial goals.

Dedicated named Financial Adviser.

Your own personal Independent financial Adviser will be your first point on contact for all your financial related needs, he in turn will refer to specialists when required.

Professional Independent Financial Advice.

Warwick Financial Solutions Ltd prides itself in providing a first class professional independent financial advisory service, and this new VIP service allows us to concentrate our expertise on those clients who are members of this service.

Free annual mortgage review (normally £200.00).

All VIP clients are entitled to free annual mortgage review, this will enable you to ensure your mortgage deal remains competitive. For non VIP clients our fee is £200.00.


25% discount off our published tariff of fees and charges

This discount represents a massive saving on our scale of fees as charged to non VIP clients for agreed work outside the annual review.


Access to professional estate planning and will writing service

This area of financial planning is becoming more complex and we have appointed a local estate planning and will writing company to provide our VIP clients with a first class service.

Household insurance comparison service.

Clients can take advantage of our Buildings and contents comparison quote service, and on renewal of your existing cover we hope to beat your existing insurer?s premium.


Comprehensive data storage

As part of our annual review, we will digitally and securely store important documents, i.e: Wills, Passport, Driving Licence, Birth Certificates, financial plans and policies.

Your existing financial plans, can where possible be registered with us, to enable us to provide you with ongoing advice and servicing of those plans.

To join the VIP service or request further information please use the Contact Us button.