Solutions

We offer a wide range of financial services and opportunities to help you with your financial needs.

If you would like to discuss any of these areas further, please feel free to contact us at any time via any of the channels detailed here.

You will pay for our services on the basis of a fee, commission or combination of fee and commission. We will discuss your payment options with you and answer any questions you have.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

This Payment Protection Insurance is optional. There are other providers of Payment Protection Insurance and other products designed to protect you against the loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk

Your home may be repossessed if you do not keep up repayments on your mortgage

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits

Our Solutions

Wealth Management Solutions

  • Lump Sum Investments
  • Income Generation
  • Offshore Investments
  • ISAs
  • Inheritance Tax Planning
  • Trust Planning
  • Tax Planning
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Protection Solutions

  • Life Cover
  • Serious Illness Cover
  • Income Protection
  • Mortgage Protection
  • Medical Insurance
  • Group / Company Schemes
  • Key Man Cover
  • Private Medical Insurance
  • Home Insurance
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Retirement Solutions

  • Personal Retirement Planning
  • In-Retirement Planning
  • Group / Company Schemes
  • Income Drawdown
  • Pension Transfers
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Address
28D Church St, Woodbridge IP12 1DH
Phone
01394 383628
Mail
info@ofsifa.co.uk