Established since 1988 and providing a local service across London (Golders Green, Camden, Chiswick, Harrow, Barnet, and surrounding areas, Middx./Herts./Essex). We are a general practice but providing specialist services. Investment advice and Retirement planning (Sipps). Mortgages / Remortgages Buy to Let, Equity Release and Commercial. Life and Health Insurance and Critical Illness. School Fees and Inheritance tax planning.
Following a careful appraisal of clients needs, requirements and attitude to risk, we will be pleased to recommend suitable investment ideas to build capital for future growth/income and security. We advise on Unit Trusts/Investment Trusts and Isas, Pensions and Property funds, Fund of funds and others. We thouroughly research all areas of investment. Good investment advice is a major factor in many areas of Financial Planning and we aim to deliver outstanding returns.
RESIDENTIAL MORTGAGES & REMORTGAGES
We are very experienced in arranging mortgages and use comprehensive sourcing facilities to find and arrange very competitive deals, some of which are exclusive. We are Specialists in the more difficult situations, very high multiples, Self Certification without the need to prove income and also Adverse Credit. We provide an independent service offering advice and recommendation and with access to all or virtually all lenders and schemes.
BUY TO LET – COMMERCIAL MORTGAGES & FINANCE
We will be pleased to advise and arrange on all mortgage matters. We provide a very professional and friendly service.
FINANCIAL PLANNING REVIEW
Perhaps you could benefit with a review of your existing financial arrangements.
1. Do you have suitable cover in the event of illness/disability/death?
2. Are you providing sufficiently for retirement, are your investments on track and are you making the most of your assets?
3. Have you made a will and will you and your family have an Inheritance Tax problem?
4. Is anything concerning you and would you appreciate some good financial advice?
We may be contacted from 9am during the week and we are usually available evenings and weekends. Home visits with pleasure and all initial meetings are without obligation. Friendly and Professional service.
|Company Name:||Embassy Financial Planning Ltd|
|Contact Name:||Anthony Lewis|
|Address:||925 Finchley Road Golders Green London|
|Phone:||020 8346 8478|
|Office:||If more convenient, we also have an office at 66 Beechwood Avenue, London, N3 3BA|
IF THINGS GO WRONG
We endeavour to ensure our services operate smoothly but occasionally we may not be able to meet client expectations and you may feel the need to make a formal complaint. We always handle any complaints both positively and efficiently seeking to arrive at a suitable outcome and where appropriate will review our systems to ensure the complaint is not repeated.
Embassy Financial Planning Limited is a subscriber to the Financial Ombudsman Service (FOS) who are an independent third party to which customers can refer complaints to if they cannot be resolved amicably with this firm. Complaints should however continue to be referred to us in the first instance.” FOS can be contacted using any of the mediums below:-Embassy Financial Planning Limited is a subscriber to the Financial Ombudsman Service (FOS) who are an independent third party to which customers can refer complaints to if they cannot be resolved amicably with this firm. Complaints should however continue to be referred to us in the first instance.” FOS can be contacted using any of the mediums below:
• in writing: Financial Ombudsman Service, Exchange Tower, London, E14 9SR
• by phone: 0300 123 9123 (charged at a national rate) or 0800 023 4567 (free from landlines)
• by email: email@example.com
• their website providing further information is web site: www.financial-ombudsman.org.uk