We offer a whole range of financial products including mortgages, investments, pensions, life and critical illness cover, income protection, buildings and contents. First of all we will assess your current circumstances by taking some basic information from you. Then we will take the information away to research and find the most suitable solution for you. We will then progress this on your behalf to the lender, insurer, investment platform, or provider, and ensure that everything goes as smooth as possible.
We pride ourselves on the service that we provide, and we will make sure you deal with the same person all the way through the process. There will be times that we will need to use the services of other specialists in the business, but we will make sure that you do not need to repeat the same information you have already given. If there is something financial you are looking for Magnum Financial is the place to look. We are open from 8am to 8pm Monday to Friday, and weekends upon request.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Spring Lane, Colne, BB8 9BD
07812 126466
Business Name
Simon Lister Financial Adviser
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