Club Assure - independent financial advice
Club Assure can help you
with your finances
Club Assure offers members access to Independent Financial Advice covering all their financial requirements.
Based around a free financial review by an Independent Financial Adviser (IFA) located throughout the UK members can also obtain quotes for mortgages and life assurances direct from Club Assure's experienced staff.
Club Assure are now pleased to offer regular newsletters covering what's new and important to you in the world of financial management. At the bottom of this page you can find the following newsletters:
- Equity Release Fact File
- Newsletter - January 2007
- Newsletter - March 2007
- Club Assure and Inheritance Tax
- Mortgage Advice - September 2007
- Club Assure Newsletter - November 2007
- End of Tax Year Newsletter - March 2008
Mortgages, Re-mortgages and Equity Release
Club Assure will be able to help you arrange initial mortgages - including mortgages where a guarantor assists in getting someone on to the property ladder, perhaps a son or daughter buying their first home.
They can also assist you with…
- Re-mortgages
- Buy to let
- Equity Release loans
If you already have a mortgage contact Club Assure to check if the interest rate you pay is the best available.
Protection Policies
Protecting you and your loved ones should the worst happen. If you already have a policy Club Assure can check to ensure you really have the best available deal.
Club Assure can advise you on...
- Life Assurance
- Critical Illness Insurance (CII)
- Permanent Health Insurance (PHI)
- Medical Expenses Insurance
Plus, access a specialist Life Assurance firm who will provide cover even if you have been refused elsewhere, perhaps on medical grounds.
Savings and Investments
For advice on selecting the most appropriate Independent Savings Account (ISA) or other investment or saving scheme.
Including...
- Investing Child Trust Funds
- Savings for Children and Grandchildren
- Income Investments for Your Retirement
Club Assure can negotiate favourable terms for your investments, helping you make the most of your money.
Pension Planning
Let Club Assure help you negotiate the pension minefield and understand what the Government changes to personal pensions will mean to you.
Whether you are looking to start planning and saving for your retirement, about to retire or already retired Club Assure can help you. For example Club Assure can research the entire market to ensure you obtain the best annuity rate when you decide to take your personal pension.
Wills and Estate Planning
75% of the adult population do not have up to date plans in place.
Ensure that your intentions are carried out. Club Assure provide a Will and Estate Planning Service through a specialist legal firm.
Inheritance Tax Advice
A massive increase in property prices over recent years could mean your family may be liable for expensive Inheritance Tax bills.
Contact Club Assure to help you understand your taxable allowances and how they could best be used to reduce your inheritance tax bills.
Share Dealing
Set up a dedicated share account service to hold all your shares with a Club Assure account, managed by The Share Centre. For a fee of just £10 + VAT a year, you can receive information, advice, choice and exceptional value.
Call now on 0845 389 0190 quoting reference WEB08
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Club Assure is a trading name licensed to Lister Patrick by The Camping and Caravanning Club. Lister Patrick arranges the provision of financial services for members of The Camping and Caravanning Club. Lister Patrick's registered office is Risborough House, 38-40 Sycamore Road, Amersham, Bucks HP6 5DR. Lister Patrick is authorised and regulated by the Financial Services Authority.
