Investments and Annuities

Investment Advice

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Professional Financial Advice

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    We offer professional advice. Our experienced Mortgage advisors have an extensive knowledge of the products available on the Mortgage and Protection market and we aim to ensure you are fully aware of all the options available to you. However we no longer offer Investment or Pension Advice ourselves.

Curwins for Independent Mortgage Advice Plymouth and Independent Financial Advice Plymouth

Lifetime annuities are provided by life insurance companies, converting your money purchase pension into an income for the rest of your life – however long you live. With different types of lifetime annuity and different add-ons depending on individual needs and circumstances, there could be an annuity to suit everyone.

However annuities are no longer the only option to consider particularly with the changes announced in the 2014 Budget.

If you would like to know more about Annuities and other options and how they could work for you please call Curwins Financial and Mortgage Advisors based in Plymouth. We can put you in touch with Adviser firms who can help you.

Curwins for Independent Mortgage Advice Plymouth and Independent Financial Advice Plymouth

Investment Advice

If you are looking to invest a lump sum or save on a regular basis we will ensure that you are put in touch with an Industry expert who can ensure you are sensibly invested and that you are updated on a regular basis, advising and assisting you to keep your investment updated to current market conditions.

Curwins Financial and Mortgage Advisors offer you access to Professional Investment Advice for whatever stage of your life you are at. If you would like to know more about Investments and other options and how they could work for you please call Curwins Financial and Mortgage Advisors based in Plymouth. We can introduce you to one of our Adviser firms who can help you.

Curwins for Independent Mortgage Advice Plymouth and Independent Financial Advice Plymouth

Curwins Financial and Mortgage Advisors are able to put you in touch with Advisor firms who can help with a wide range of Investments, Pensions and Annuities including:

  • Review existing investment portfolios
  • Investment advice on how to invest a lump sum
  • How to save regularly for a lump sum in the future
  • Unit and investment trusts
  • ISAs, including ISA transfers
  • Investment bonds

Your property may be repossessed if you do not keep up repayments on your mortgage.
For mortgages we can be paid by commission, or a fee of usually £200 or a combination of both.