Paul Read Financial Adviser at Charles Derby

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.

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

I am a self-employed Financial Adviser based on the Hampshire / Dorset border with the national firm Charles Derby. I can provide advice on Pensions, Investments, Mortgages, Insurances.
I offer a FREE initial no obligation consultation to discuss your needs and objectives. If you wish to proceed after the initial meeting then we can discuss the options for how to pay for my services either through direct payment or via product facilitated charges.
What Our Service Provides:

Financial Planning
A personal approach, I do not operate a one-size-fits-all approach, I will help you plan your pension with you and your own aims in mind. I recognise that everyone’s situation is different and take this into account in helping you to get underway. As an overview, there are just three steps to get up and running. I will get to know you and your financial situation. I will report, discuss and guide you on your options. I will take care of the paperwork and process to get your pension and Investments started.

Mortgage customers
Mortgages can be tricky to arrange and can involve a lot of paperwork. I am an expert in researching and arranging mortgages for all sorts of people. With access to the whole of the market, and unique deals available from time to time, I always aim to provide the best deal for all my clients, regardless of their circumstances.

Protection
My aim is to help you establish the most suitable level of insurance protection and help you protect those who depend upon you against the most serious risks that you face, specifically to your life and your health. There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk.

Life Insurance
Critical Illness Insurance
Income Protection Insurance
Mortgage Payment Protection Insurance
Permanent Disability Benefit Insurance
Death Benefit Insurance
There are other providers of Payment Protection Insurance and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk.