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

Glasgow Clan members are eligible for a free will when arranging a mortgage through Pivotal Financial Planning.

Our financial advisers will help you not only get a suitable and affordable mortgage, but ensure your will is in place too.

Complete our enquiry form and one of our friendly, qualified advisors will be in touch to arrange an appointment to discuss your mortgage and will.

Free Will Writing Service

The FCA do not regulate will writing. Will writing is not part of the Intrinsic offering and is offered in our own right.

Having a will is important to ensure money and assets are protected in the event someone passes away.

When someone has a property it can be vital that a will is in place to ensure a quick and easy transfer of the asset to the correct beneficiaries. 

Your free will is provided by Bill Thomson of Legacy Planning Solutions.

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The value of pensions and the income they produce can fall as well as rise, you may get back less than you invested.

At Pivotal Financial Planning we offer a wide range of financial services, from mortgages and insurances to investments. One service you may be interested to know about is our free initial pension review. A qualified adviser will review your retirement goals, pension plans and recommend how you can make your pension more efficient.

Whether you’re looking to start a pension or transfer a number of different pensions into one manageable fund, Pivotal Financial Planning and our financial advisers are here to help you. The initial review which assesses your current pensions is free and could tell you whether there are improvements you could make.

Complete our enquiry form below and we will be in touch to arrange an appointment with one of our qualified financial advisers.

Free Initial Pension Review

Your pension will determine the type of retirement you will be able to enjoy. Which is why it’s important to ensure your pension is actively working to enhance your available money when it comes to accessing your pension. You may already be able to take 25% of your pension in a tax free allowance, but require advice to ensure it’s in your best interest. With our free initial pension review we’re able to offer you help and assistance on every aspect of your pension.

Our free pension review will be conducted by a qualified pensions adviser.

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