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Mawbey Independent Financial Advice
Positive Solutions

OUR SERVICES

When we first get together to discuss your needs, you may not actually be sure what services you require. Don’t worry. It is part of our job to help you decide, by describing alternative scenarios, indicating potential variables and outlining possible solutions. All of this is done to suit your particular needs, lifestyle, character and goals. Our key areas of activity and expertise appear below.

NEWS

[02/02/17] Positive Solutions - Essentially Wealth
[02/02/17] Positive Solutions - Essentially Mortgag
[10/01/17] Monthly Economic Review
[06/01/17] Property Market Review

PARTNERSHIP LINKS

Compare mortgages now

Use our mortgage comparison calculator to compare the best mortgage deals based on your personal circumstances and preferences. Our calculator is quick, easy to use and just like our financial advice, it's independent.

SERVICES

We offer the following:
SAVINGS AND INVESTMENTS PLANNING
- Investment Bonds
- Investments
- ISAs
- OEICs and Unit Trusts
- Multi-Manager and Fund of Funds
- Portfolio Planning
- Savings
- School Fees
- Structured Products
- Long Term Care
The value of investments can fall as well as rise, and you can get back less than you invested.
RETIREMENT PLANNING
- Annuities
- Personal Pensions
- Pre-retirement planning
- Post-retirement planning
- SIPPs
- Stakeholder Pensions
- Executive Pension Planning
The value of pensions can fall as well as rise, and you can get back less than you invested.
PROTECTING YOUR LOVED ONES
- Critical Illness
- Income protection
- Life Assurance
- Whole of Life
- Mortgage Protection
- Private Medical
- Buildings and Contents
- Business Protection
- General Insurance
TAX PLANNING
- Inheritance Tax Planning
- Capital Gains Tax
- Tax Efficient Investments
- Tax Efficient Savings
- Tax Advice
MORTGAGE SOLUTIONS
- Mortgages
- Buy-To-Let
- Remortgages
Your home may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it.

We give you the option of paying a fee for our mortgage advice. The precise amount will depend upon your circumstances, but will typically be £100 – £300 per hour. If you choose to pay a fee and we receive commission, we will pay that commission to you.
EQUITY RELEASE
- Release Equity in your home
- Home Reversion Plans
Equity Release is a lifetime mortgage or home reversion scheme. To understand the features and risks, ask for a personalised illustration.

We give you the option of paying a fee for our lifetime mortgage advice. The precise amount will depend upon your circumstances, but will typically be £250 - £350 per hour.
CORPORATE PLANNING
- Business Protection
- Shareholder/Partnership Protection
- Employee Benefits
- Exit Strategy Planning
- Corporate Investment Services
The value of pensions and investments can fall as well as rise, and you can get back less than you invested.