0114 2302164 | robert@thehouseoffinance.co.uk
Our services
Welcome to Our Financial Services
We're dedicated to excellence across all services
How we help our clients
At The House of Finance, we specialize in helping individuals and families secure their financial future through our expert services in Pension Planning, Investment Services, Mortgages, and Protection.
Pension Planning
Planning for retirement is crucial to ensuring financial stability in your later years. Our pension planning services include:
​
- Assessing your current financial situation and retirement goals.
- Offering expert advice on pension schemes and savings strategies.
- Helping you choose between personal pensions, workplace pensions, and self-invested pension plans (SIPPs).
- Maximizing tax efficiencies and ensuring a comfortable retirement.
​
​Please Note:
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Investment Services
Our investment services are designed to help grow your wealth and secure financial prosperity. We offer:
​
- Personalized investment strategies based on risk tolerance and financial objectives.
- Access to diverse investment portfolios, including stocks, bonds, and mutual funds.
- Regular portfolio reviews and adjustments to optimize returns.
- Guidance on sustainable and ethical investment opportunities.
​
Please Note:
The value of units can fall as well as rise, and you may not get back all of your original investment.
Mortgages
Whether you're a first-time buyer, moving home, or looking to refinance, we provide comprehensive mortgage solutions:
​
- A wide range of mortgage options, including fixed-rate, variable-rate, and interest-only mortgages.
- Support in securing competitive interest rates and flexible repayment terms.
- Assistance with mortgage applications and understanding lender requirements.
- Advice on buy-to-let and commercial mortgage opportunities.
​​
Please Note:
Your home may be repossessed if you do not keep up repayments on your mortgage.
Protection
Protecting yourself and your loved ones from financial uncertainty is essential. Our protection services include:
​
- Life insurance to provide financial security for your family.
- Income protection insurance to cover lost earnings due to illness or injury.
- Critical illness cover to help you manage expenses during a serious health condition.
- Business protection solutions for safeguarding company assets and key personnel.
​
Please Note:
Life Cover (Non-Investment) and Income Protection
The plan will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse.
Critical Illness Plans
The policy may not cover all definitions of a critical illness. For definitions of illnesses covered please refer to the Key Features and Policy Documents.
