Market Data - Financial advisers, investment and pensions advice and mortgage brokers in - West Bergholt - Vita Finance Ltd

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01206 242048
info@vitafinance.co.uk

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- Financial Planning
  Introduction to Financial Planning
  Financial Planning
  Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term. You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance. Careful planning aims to help turn y
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- Wealth Management
  Introduction to Wealth Management
  Relationship Management
  Lasting Power of Attorney
  Trust Information
  Wills
  Wealth Management
  Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
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- Mortgages
  Introduction To Mortgages
  Mortgage Repayment
  First Time Buyer
  Remortgaging
  Standard Variable Rate Mortgages
  Fixed Rate Mortgages
  Tracker Mortgages
  Cashback Mortgages
  Offset Mortgages
  Second Charge Mortgages
  Buy to Let
  Self Build Mortgages
  Mortgages
  Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs and requirements? We are not tied to any particular lender, which means that we have the ability to act on your behalf in order to establish the most appropriate mortgage solution for you. Since 2007 the Credit Crunch has had an effect on the number of
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- Pensions
  Introduction to Pensions
  National Employment Savings Trust (NEST)
  Occupational Pensions / Auto Enrolment
  SSAS
  SIPP
  Executive Pension Plan
  State Pension
  Annuities
  Stakeholder
  Personal
  Pensions
  When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life. A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
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- Health Insurance
  Introduction to Health Insurance
  Critical Illness
  Income Protection
  Health Insurance
  Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family. Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future - from something as simple as a broken bone to more serious conditions like a heart attack or cancer.
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- Equity Release
  Introduction to Equity Release
  Drawdown Lifetime Mortgage
  Home Reversion Plan
  Lifetime Mortgage
  Home Income Plan
  Types of Equity Release
  Costs
  Equity Release
  Equity release is typically available to people who are over the age of 55 and have their own home with a significant amount of equity, but don’t have enough money or income for their needs. By releasing equity in the form of a lifetime mortgage or home reversion plan, it enables the individual(s) to remain in their home and raise money for things such as:
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- Savings & Investments
  Introduction to Savings & Investments
  Unit Trusts
  Collectives
  Equities
  With-profits
  Fixed Interest Investments
  Capital Investment Bonds
  National Savings Products
  ISAs
  Junior ISAs
  OEICs
  Investment Trusts
  Offshore Collectives
  Savings & Investments
  Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added. Saving is perfect for people who don’t want to take any risks with their money, and most savings accounts have easy access or are for a fixed term.
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- Life Assurance
  Introduction to Life Assurance
  Investment Linked
  Whole of Life
  Family Income Benefit
  Life Assurance
  The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners. It can provide the reassurance of financial protection for you, your family and your business associates.
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- Taxation
  Introduction to Taxation
  Income Tax
  Capital Gains Tax
  Inheritance Tax
  Taxation
  Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.
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Please note this does not constitute advice and the figures shown are purely a guide and may fluctuate.

Please note this does not constitute advice and the figures shown are purely a guide and may fluctuate.

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Office - Vita Finance Ltd, The Old Dairy, Bourne Farm, Bourne Road, West Bergholt, Colchester, CO6 3EN
Telephone - 01206 242048
Email - info@vitafinance.co.uk

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Vita Finance Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.

Vita Finance Ltd is entered on the FCA register (www.FCA.org.uk) under no. 821885. Registered office: 38 Mayfly Way, Ardleigh, Colchester, England, CO7 7WX.

Registered in England and Wales Number: 11371981.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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