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2015 Guide to Wealth Preservation

03rd December 2015

After a lifetime of hard work, you want to make sure you protect as much of your wealth as possible and pass it to those who you would like to receive it. Wealth, just like your health, must be carefully preserved, and the correct solution for you is the one that suits your personal circumstances. The subject of wealth preservation can be an emotional and complex matter. By making use of lifetime planning opportunities and tailor-making Wills and trusts to your particular circumstances, you can ensure that your valuable assets are retained for future generations in the most financially prudent and effective way.

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"Andrew Francis has just completed a re mortgage for me on a property I own in London. I live in Bournemouth so good communication is really important. Andrew and Jennie have been excellent during what was a protracted transaction due to the additional requirements from the lender and their appointed conveyance solicitors. Despite unhelpful delays by the lender , I felt IMC were always on hand to negotiate on my behalf and bring the transaction to as swift a close as possible. My cousin is an IFA who I'd naturally automatically go to for advice and products but he recommended I stick with IMC as he couldn't better the deal and lenders they had available. I normally begrudge paying a fee to an IFA when I know they will also be paid by the lender but to be fair in this case, they earnt it and some! Thanks guys. I'm now £600 pm better off for the next five years ! 👍🏻😁 Chris Amey."

Christopher Amey , Oct 2019

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"Our mortgage adviser Andrew Francis is brilliant. When we first met him we were first time buyers with very limited knowledge about the process of buying a first home in the UK. However, Andrew guided us through the process with his vast knowledge and professionalism. We had to recently re- mortgage our flat, Andrew got in touch with us well in advance he presented us with the best options for us and made the whole procedure painless. Of course, we were a lot more relaxed this time around, as we already knew that we are in good hands. Thank you for your help, Andrew!"

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Independent review from Google