Polaris Wealth Management Ltd

Tailored financial planning for individuals, families and small businesses.

Please contact us to arrange a time for a free, confidential chat with no obligation if you require any of the following services:

• Holistic Financial Planning
• Savings & Investment Planning
• Pensions & Retirement Planning
• Mortgage Planning
• Insurance & Protection Advice
• Equity Release Advice
• Tax & Estate Planning
• Corporate Financial Planning & Auto Enrolment

*Tax & Estate Planning is not regulated by the FCA.

*The value of pensions and investments 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.

*Equity Release is a lifetime mortgage or home reversion scheme. To understand the features and risks, ask for a personalised illustration.

*There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be approximately £295.

* There may be a fee for equity release advice. The precise amount will depend upon your circumstances; however our typical fee is 1. 5% of the total facility or £695, whichever is greater.