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Money Guide

Finding your way through the maze of financial products can be difficult. 

To help you to make sense of it all we have created two online guides:

  • Our 'Life Events' section discusses many of the most important events that may occur in our lives, and outlines some of the things that we can do to plan and prepare for them from a financial perspective. 
  • The Financial Products section provides a comprehensive introduction to key financial products, including what they are for and what to think about when considering their purchase.
  • Our FAQ's section provides answers to questions clients often ask about the service we provide.

Don't forget that we are here to help you, so please contact us if you want to know more. 

Call us now on 0845 066 9432 or click here to email us

Woodland View House | 675 Leeds Road | Huddersfield | HD2 1YY
Tel: 0844 980 8801 | Fax: 0844 980 8803

We are authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate will writing and not all forms of long term care plans. IFM Utility Service is not authorised and regulated by the Financial Services Authority. Your home is at risk if you do not keep up repayments on a mortgage or any other loan secured on it. Think carefully before securing other debts on your home. A fee of up to £670.00 inc VAT may be charged on completion of your mortgage. A fee of 1% of advance or £1,080 inc VAT whichever is the greater may be charged on completion of your lifetime mortgage or home Reversion Plan. The Financial Services Authority does not regulate Buy to Let Mortgages.Terms and conditions apply. Written details on request. Tax relief's and allowances referred to are those currently applying and are liable to change. There value depends upon the individual circumstances of the investor.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Neither this site nor its representatives can be held responsible for the accuracy of the contents or information contained within the linked sites accessible from this page.