This is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation.
Continue reading “Managing your estate and assets”
If you want to pass wealth on to your children and grandchildren, it’s wise to contemplate when it might be best to make that gift. Should you transfer wealth during your lifetime — or after?
Continue reading “Protect your legacy”
The rise in the cost of living is affecting millions of people. A third of young adults (18-34) and families with young children are struggling financially. Many are turning to family and friends for help with day-to-day expenses such as utility bills, housing costs and childcare, according to new research[1].
Continue reading “Passing wealth down through the generations”
It’s important to make sure that after you die, your assets and possessions (known as your ‘estate’) will go to the people and organisations (known as your ‘beneficiaries’) you choose, such as family members and charities you want to support.
Continue reading “Where there’s a Will there’s a way”
As someone becomes more unwell, they’re likely to find it more difficult to manage money and financial affairs, and may become too unwell to make decisions about health and care. A Lasting Power of Attorney (LPA) is a legal document in which someone (the donor) gives another person (the attorney) the right to help them make decisions, or take decisions on their behalf.
Continue reading “Lasting Power of Attorney”
Capital Manor Financial Advisors Limited
17 Manor Road
Caddington
Luton
Bedfordshire LU1 4EE
General Line: 01582 414514
Mortgage Line: 01582 414636
Email: info@capitalmanor.co.uk
If you have a complaint about your Adviser or any financial advice you have received from your Adviser please contact us:
In writing:
Lyncombe Consultants Ltd
C/O Sense Network Ltd
The Brookdale Centre
Manchester Road
Knutsford
WA16 0SR
Tel: 01565 658840
We will be happy to provide you with a summary of the internal procedures for handling complaints, this is available without charge upon request.
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (e.g. if we arranged insurance or a regulated mortgage product).
The Financial Ombudsman Service can be contacted as follows: The Financial Ombudsman Service, Exchange Tower. London E14 9SR
Telephone: 0300 1239123
Email: complaint.info@financial-ombudsman.org.uk
www.financial-ombudsman.org.uk
You should note that if your Buy-to-Let Mortgage is not regulated by the FCA, you will NOT be entitled to refer the complaint to the Financial Ombudsman Service.
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