Marr Financial Services
Mr Gavin Marr
61 Victoria Street
Dumfries and Galloway
INDEPENDENT FINANCIAL ADVISERS & MORTGAGE CONSULTANTS
- Financial Planning
- Life Assurance
- 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.
- 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.
- 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?
- 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?
- 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?
- 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?
E-mail Address: firstname.lastname@example.org
Web Site: www.marrfinancial.co.uk
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© 2017 Newton Stewart Initiative