Touchline Financial Services Limited

Our Services

When was the last time your pensions, savings and life assurance plans were reviewed? As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.

There are so many issues to consider when planning one's financial future, so here are a few 'milestones in life' to assist you.

Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement - death

With personal circumstances changing from time to time it is important to undertake a review your financial position to accommodate all of your needs.

Pension planning

What are your expectations for retirement? It is essential you regularly review your pension options, and expectations to make sure your retirement plans are on track.

Investing for growth and/or income through Unit Trusts, Bonds, Offshore Funds and Stocks and Shares.

We shall be pleased to assist you with all of your general insurance needs, and to help you consider the areas for which you may require cover. Please see the 'general' section of our site.

For Buildings & Contents Insurance and Accident, Sickness & Unemployment Cover we usually offer products from a selected panel of providers. For all other general insurance products we act as Introducers only.

For Residential and Commercial purposes, we have up to date information and access to a wide range of Building Societies, Banks and Central Lenders' schemes from which we can draw to suit individual circumstances.

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

Life assurance

Family Protection, Mortgage/Loan Protection and Business Protection.

Replacement Income in the event of Sickness, Accident and Disability.

Provides a Cash Lump Sum on Diagnosis of a serious illness such as heart attack, stroke, cancer, etc. or total disability.

To protect a business from the effects of losing a Key Director or Key Employee through death or illness.

Various schemes to plan for future requirements such as children's education, wedding expenses, 18th or 21st birthday present, deposit on a first home or any other purpose.

Capital investment to purchase a guaranteed income.