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Mortgages

Choosing a mortgage is one of the biggest financial decisions you’re ever likely to make. There are thousands of mortgage deals out there and we are here to help you choose the right one.

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Insurance and Protection

We can help you understand the protection you may need, thinking about what’s important to you, for example, your family, your lifestyle and your home, and making sure they’re protected.

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Pensions

Many of us spend almost as long in retirement as we do working, therefore it’s never too early to start thinking about your pension plan and Bre-ton Financial Services is here to help you choose the right type of plan for you.

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Auto Enrolment

As an employer, one of the most important concerns will be complying with the new regulations in a cost effective manner. We guide you through this process from start to finish.

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Investments

At Bre-ton Financial Services, our aim is to help you gain the greatest possible return on your investments within your stated risk tolerances, and we recognise that your money is an investment in your future and that of your family or business.

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Trusts

Estate planning is all about making sure your wishes are followed, and minimising the amount of taxes due on your estate after you die. Putting your savings, investments, life policies or assets into a trust can play an important part in estate planning. At Bre-ton Financial Services, we can help you understand how a trust may benefit you.

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Bre-Ton Independent Financial Advisor

Have you ever thought about what the role of an Independent Financial Adviser is all about?
Throughout your life you are likely to need many different financial products such as a Mortgage, Buy To Let, Self Build Mortgage, Life & Critical Illness cover, Income Protection Cover, Pension & Retirement Advice, Private Health Insurance, Investment Advice, Debt Management plus much more.
Many people get confused as to what products they actually need or indeed what products they qualify for. One of the most daunting tasks is then establishing where to find out the details of all the products on offer to them. When this information is eventually established you then must decide which product suits your needs the best.

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