Financial Services
0800 0199 747
Financial services in Haverfordwest, South Wales
Equity Release
This is a specialist area of advice we recommend you visit our website Freedom Equity Release.
For full details on equity release click here
Insurance
Whether you are looking to protect yourself, your family or your possessions, we have looked into a wide range of insurance policies from many of the UK ’s provider’s. Using our market knowledge we have selected the ones we think offer the best policies. We can send online quotes & set up policies the same day if necessary.
For Buildings and Contents insurance we usually offer products from a selected panel of providers.
Pensions
We can help both individuals and companies with their pension needs. We are able to use almost all of the main UK pension providers.
There are many different ways of saving or planning for retirement, we can help you understand the different pension plans and advise which is most suitable for you.
Savings & Investments
Whether you are just starting to save or you are thinking about a better way of managing your money, short term or long term, we can advise on the best solution for your circumstances.
From putting money on deposit through to investing on the stock market, whether you are looking to invest for a regular income or to save up a lump sum, we can help!
To find out more, call without obligation on 0800 0199 747
Your home may be repossessed if you do not keep up repayments on your mortgage.
Click here for details of our fees
Willcox Financial Ltd is an appointed representative of Sesame Ltd, which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427.
This site is intended for UK consumers only. The information contained in this website is for general information only and is not financial, investment or tax advice.
Equity Release includes home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
