Skip to main content

01563 551166
[email protected]

Home
About Us
Our Services
- Financial Planning
  Introduction to Financial Planning
  Financial Planning
  Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
  Read More
  
  Give us a call on 01563 551166 or drop us a message!
  
  CONTACT US TODAY!
- Protection
  Why Protection is Important
  Life Assurance
  Family Income Benefit
  Income Protection
  Private Medical Insurance
  Critical Illness
  Protection
  There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you – we hope it doesn’t – but it might.
  Read More
  
  Give us a call on 01563 551166 or drop us a message!
  
  CONTACT US TODAY!
- Savings & Investments
  Introduction to Savings & Investments
  Capital Investment Bonds
  Offshore Collectives
  Junior ISAs
  National Savings Products
  Endowments
  ISAs
  Equities
  Collectives
  Unit Trusts
  OEICs
  Investment Trusts
  Fixed Interest Investments
  Savings & Investments
  Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added. Saving is perfect for people who don’t want to take any risks with their money, and most savings accounts have easy access or are for a fixed term.
  Read More
  
  Give us a call on 01563 551166 or drop us a message!
  
  CONTACT US TODAY!
- Business Protection
  Introduction to Business Protection
  Key Person
  Share Protection
  Directors' & Staff Benefits
  Income Protection
  Relevant Life Cover
  Employers' Liability
  Professional Indemnity
  Business Protection
  Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk. With that in mind we can help you take the right steps to protect your people and your business.
  Read More
  
  Give us a call on 01563 551166 or drop us a message!
  
  CONTACT US TODAY!
- Mortgages
  Introduction to Mortgages
  Mortgage Repayment
  First Time Buyer
  Remortgaging
  Standard Variable Rate Mortgages
  Fixed Rate Mortgages
  Tracker Mortgages
  Cashback Mortgages
  Offset Mortgages
  Second Charge Mortgages
  Buy to Let
  Self Build Mortgages
  Mortgages
  Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges interest: the same is true of a mortgage. A mortgage is a ‘secured’ loan, which means that the loan is secured against the property being purchased until the mortgage is paid off.
  Read More
  
  Give us a call on 01563 551166 or drop us a message!
  
  CONTACT US TODAY!
- Equity Release
  Introduction to Equity Release
  Types of Equity Release
  Lifetime Mortgage
  Home Reversion Plan
  Drawdown Lifetime Mortgage
  Home Income Plan
  Costs
  Equity Release
  If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. It is advised that you seek Independent Legal advice before entering into a legally binding equity release contract.
  Read More
  
  Give us a call on 01563 551166 or drop us a message!
  
  CONTACT US TODAY!
- Pensions
  Retirement Planning
  National Employment Savings Trust (NEST)
  Occupational Pensions / Auto Enrolment
  Annuities
  Income Drawdown/Unsecured Pension
  Personal
  Stakeholder
  State Pension
  SSAS
  SIPP
  Executive Pension Plan
  Pensions
  When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
  Read More
  
  Give us a call on 01563 551166 or drop us a message!
  
  CONTACT US TODAY!
- Wealth Management
  Introduction to Wealth Management
  Relationship Management
  Trust Information
  Lasting Power of Attorney
  Wills
  Wealth Management
  Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
  Read More
  
  Give us a call on 01563 551166 or drop us a message!
  
  CONTACT US TODAY!
- Taxation
  Introduction to Taxation
  Income Tax
  Capital Gains Tax
  Inheritance Tax
  Taxation
  Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.
  Read More
  
  Give us a call on 01563 551166 or drop us a message!
  
  CONTACT US TODAY!
Newsletters
Testimonials
Enquiry Forms
Research Links
Secure Client Login
Contact Us

Main Menu
Home
About Us
Our Services
Newsletters
Testimonials
Enquiry Forms
Research Links
Secure Client Login
Contact Us

Give us a call on 01563 551166 or drop us a message

Contact Us Today

Newsletters

ARCHIVE

Pages

1
2
3
4
5
next ›
last »

news

Economic Review - September 2020

View

Email

download

news

Economic Review - August 2020

View

Email

download

news

Economic Review - July 2020

View

Email

download

news

Economic Review - June 2020

View

Email

download

news

Economic Review - May 2020

View

Email

download

Home
About Us
Testimonials
Privacy Policy
Privacy Notice
Sitemap
Contact Us

Office - Newark Wealth Financial Planning, 89 John Finnie St, Kilmarnock, East Ayrshire, KA1 1BG

Telephone - 01563 551166
Email - [email protected]

Newark Wealth Financial Planning is a trading style of Newark Wealth Ltd, which is an appointed representative of Quilter Financial Planning Solutions Limited, which is authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate advice on buy to let mortgages, or advice on tax.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Newark Wealth Ltd is registered in Scotland, Number: SC557559. Registered Address: 89 John Finnie Street, Kilmarnock, Scotland, KA1 1BG.

Copyright 2020 - Website Design & Development by Adviser Pro