Independent Financial Advice

Independent Financial Advice

Through a long standing relationship Caboodle are able to introduce you to an independent financial advice service through a group of experienced and knowledgeable professional advisers.

These advisers will be able to help and advise you with a wide range of financial aspects including

and much more.

Financial planning solutions are bespoke to each individual and the optimum result can generally only be achieved by using an experienced professional who has in depth knowledge in many different areas that require consideration when creating a long term plan to help you and your family have a secure financial future.

To be introduced to an Adviser who is qualified to discuss and advise on Equity Release and Lifetime Mortgage products please complete the short online enquiry form detailing which service/product you are interested in. We will then arrange for an Adviser to contact you.

Caboodle DO NOT offer advice for Wealth Management and Investment products but are able to introduce you to fully qualified advisers who have extensive experience in this area and offer a personal and impartial service from the beginning of the process to the end, answering your queries and helping to sort out any issues arising along the way. Their sole objective is to provide you with the best solution that meets your needs and aspirations.

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What We Offer

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT. CONSOLIDATING DEBTS MAY INCREASE THE TERM AND TOTAL AMOUNT PAYABLE.

Your initial consultation is free and you are under no obligation to proceed with a mortgage we recommend. There will be a fee for our mortgage advice which will range from £495 to £1,495. The level of fee will be determined by the amount of work we expect to undertake in arranging your mortgage and we will discuss and agree this with you before you make an application. Please ask for a personalised illustration.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Caboodle Financial Services Ltd, registered in England and Wales at Mere Green House, 46-48 Mere Green Road, Sutton Coldfield, West Midlands B75 5BT (number 08044670).
Caboodle Financial Services Ltd is an appointed representative of PRIMIS Mortgage Network (PRIMIS), a trading name of Advance Mortgage Funding Ltd which is authorised and regulated by the Financial Conduct Authority. PRIMIS is only responsible for the service and quality of advice provided to you in relation to mortgages, protection insurance and general insurance products. Any other product or service offered by Caboodle Financial Services Ltd may not be the responsibility of PRIMIS and may also not be subject to regulation by the Financial Conduct Authority. The Financial Conduct Authority does not regulate some forms of Buy to Let.

© 2023 Caboodle Financial Services Ltd


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