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Business Protection

Business Protection

Business protection is all about insuring for the unexpected. It's a way of protecting your business if something goes wrong.

General

General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.

The Financial Conduct Authority does not regulate on Estate Planning and Tax Planning.

Tax treatment varies according to individual circumstances and is subject to change.

Investments

Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Investors do not pay any personal tax on income or gains, but ISAs do pay tax on income from stocks and shares within the funds.

Life and Protection Insurance

Life and Protection Insurance

The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. This section provides helpful information on the different types of protection product available.



The Financial Conduct Authority does not regulate Trusts.

Long Term Care

Long Term Care

Meeting the cost of residential and nursing care in old age is a growing issue for many people in the UK. As life expectancy continues to lengthen, more of us can expect to require some form of long-term care. This section contains information to allow you to understand the current situation and help you plan for your future. As with all the information on this website, it's purely intended as guidance - for advice on your specific circumstances you should seek advice.

Mortgages

Mortgages

Not only do you need to consider which mortgage is most suitable for your current needs and circumstances, you also need to think about which interest rate options are most likely to suit your needs. This section has information on the various types of mortgage product which are available.

Buy to let mortgages are not regulated by the Financial Conduct Authority.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

We charge a fee of £250.00 for a standard residential mortgage and £299 for a buy-to-let mortgage. This fee is for advice, research, recommendation, implementation (e.g. application, administration of arranging the loan). We will also be paid by commission from the lender.Our fee is payable before we carry out any chargeable work.

Pension Planning

Pension Planning

It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

UK News

Covid: 'Urgent' aviation support plea over travel curbs
Air industry bodies call for more government support ahead of the UK travel corridor closure on Monday.
New takeaway and shopping rules begin in Scotland
Takeaway outlets and click and collect retail services must change how they operate in Scotland.
Police probes compromised after computer records deleted
A letter from police chiefs also says 213,000 records were lost - more than first thought.
Joanna Lumley 'shocked' at claims disabled workers unpaid
Sir Iain Duncan Smith and Joanna Lumley speak out about employees allegedly owed a total of £200,000.
Boris Johnson says girls' education key to ending poverty
The UK prime minister wants girls' education in developing countries to be a key international focus.
Waterhouse Financial Advisers Limited is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited is entered on the FCA Register (http://www.fca.org.uk/register/)) under reference 217742 and Quilter Mortgage planning Limited under reference 440718.

Registered as a Limited Company in England and Wales No: 9469734
Registered Office: 23 High Street, Midsomer Norton, Radstock, Somerset BA3 2DR

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