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Newton Stewart Business Association

Marr Financial Services

Marr Financial Services

Mr Gavin Marr
Central Office
61 Victoria Street
Newton Stewart
Dumfries and Galloway
Scotland
DG8 6NL


INDEPENDENT FINANCIAL ADVISERS & MORTGAGE CONSULTANTS

  • Financial Planning
  • Mortgages
  • Savings
  • Life Assurance
  • Pensions
  • Investments
  • Protection
  • Do you require the best mortgage deal from the thousands available?
  • Are you happy with your existing lender?
  • Have you considered the possibility of saving money by moving your mortgage?
  • Have you looked at variable, capped, fixed, cashback or discounted mortgages?
  • Do you need to extend or upgrade your existing home? e.g. conservatory, new kitchen, loft conversion etc.

SAVINGS

  • Are you saving to fund your children's further education?
  • Have you considered all the tax efficient ways of saving?
  • Are you building up a nest egg for the future?, e.g. special anniversary, deposit on a new house, family holiday, daughter's wedding, etc.

LIFE ASSURANCE

  • Is your family adequately provided for in the event of your death?
  • Are all your financial commitments adequately covered?
  • Have you planned for any potential Inheritance Tax liability?

PENSIONS

  • Will you have enough money to live on when you retire?
  • Are you aware of the tax advantages of having a personal pension?
  • If you are about to retire are you aware that you could increase your retirement income by transferring your pension fund via an open market option?
  • If you are an employer, have you considered the benefits of arranging a pension scheme for your staff?
  • Do you require advice on Stakeholder pension schemes?

INVESTMENTS

  • Are you aware of the potential for better returns on your capital?
  • Have you considered taking a regular income from your investments?
  • Do you want to increase the income from your capital in a tax efficient manner?
  • Are you taking advantage of your annual ISA allowance?

PROTECTION

  • Would your mortgage be paid off in the event of you becoming seriously ill?
  • Is your income protected if you have to stop work due to ill health?
  • Are your personal possessions adequately covered?
  • Have you considered Private Medical Insurance and Long Term Care cover?

 

Telephone
01671 403080

Fax
01671 402549

E-mail Address: advice@marrfinancial.co.uk

Web Site: www.marrfinancial.co.uk


Business Guide Finance


 

© 2017 Newton Stewart Initiative