Client Services
At BGA Financial Services Ltd we offer advice on many areas of financial planning including:
- General Financial Reviews
- Investment Advice
- Mortgage and Re-Mortgage
- Wills and Trusts*
- Inheritance Tax Planning*
- Probate*
- Tax Planning and Mitigation*
- Health, Life and Income
- Protection
- Regular Savings
- Retirement Planning
*These services are not typically regulated by the FSA.
Through our sister company, Overadjust Ltd, we can provide Accounting & Taxation Advice for self employed businesses and limited companies including account preparation, book keeping, taxation, VAT and payroll. Overadjust Ltd is not an Appointed Representative of Interdependence Ltd, and these services are not regulated by the FSA.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For mortgages we charge no fee. We will be paid by commission from the lender.
Your financial circumstances are unique and in order to obtain maximum benefit, our advice must be based on a detailed review of your circumstances.
To arrange a free initial appointment to discuss your requirements in more detail, please contact us.
