We provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurance company. Once we've understood your aims, aspirations and concerns, Jolliffe Benning & Associates can help you make your money work for you. Call us now on 01435 869025 to request an initial meeting.
Investment & Portfolio Planning
We'll get a thorough understanding of your attitude to risk, your short, medium & long term aims & then advise you in light of the opportunities and threats of the current economic climate.
Life Assurance & Income Protection
Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.
Pension & Retirement Advice
In simple terms, we'll start by helping you undersatnd what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice.
With the current economic climate, many people may be forgiven for thinking getting a mortgage is nearly impossible! This is simply not the case. There has never been a better time to seek professional help.
Check out our range of on-line research and comparison tools and then, if you have any questions, call us on 01435 869025 for a free, no obligation, initial interview.
Your home may be repossessed if you do not keep up repayments on your mortgage
The initial consultation is free.
We will charge a fee of £250 for our mortgage advice service payable on completion which includes arrangement, and packaging of your application and securing a mortgage offer. We may also receive commission from the lender when your mortgage completes.
A fee of £80 per hour payable on completion. We find it typically takes us 10 hours of work to arrange a mortgage, which would mean a total fee of £800. It could be more or less than this, depending on your individual circumstances. We will refund you any commission we receive from the lender.