Blue Trust - Steve Lomax Financial Advisor
Blue Trust offers a comprehensive financial planning service for all your investment and protection needs.
Services offered:
Pension Planning
When do you want to retire and how much income will you need?
Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?
Mortgages
Do you want to reduce your current mortgage outlay or are you moving home?
As well as Pensions, Investments & Protection, Steve has been sourcing and arranging residential, buy to let mortgages and re-mortgages for almost 30 years and has full access to all mortgage providers and the Household Insurance Products such as Home Insurance, Income Protection, Accident Sickness & Unemployment Insurances.
Steve prides himself on being a family man that puts family values as standard as part of the advice and recommendation process.
