Services from Mark Carr Associates
Investment Planning
Mark Carr Associates offers independent advice using detailed analysis. This analysis begins with understanding the levels of risk you are prepared to take and to understand this we use industry asset allocation and risk profiling models. Once assessed, using further research tools we are able to create an investment strategy using a product and provider that suits your specific requirements.
The investment procedure that we have developed enables you to see and understand the investment process and with our detailed reviews, you can rest assured your investments are being managed on a regular basis.
Retirement Planning
With the correct planning and timing you can increase the standard of your retirement living considerably. Choosing any type of retirement plan is arguably one of the most important and significant decisions anybody can make in life. This importance cannot be understated, as it is this fund, built up over many years that will provide the standard of living you would choose once the time to finish work arrives.
To assist you on making this decision we offer detailed analysis of your requirements, risk profiling, provide awareness of the available products along with regular reviews. We keep up to date on changes in legislation so we can reflect this into your planning.
Estate Planning
Whilst most taxes are unavoidable, a potential Inheritance Tax bill can create problems for any estate, but with careful planning and preparation as well as the creation of correctly drafted Wills and Trusts this can be greatly reduced. During the assessment stage of us getting to know you, Mark Carr Associates will as standard, assess any potential Inheritance Tax issues and make you aware of possible problems. Where concerns are raised then you will be offered the appropriate options available based on the tax rules at that time.
Protection
The meaning of protection changes throughout your life. You may be looking to protect a mortgage, your family, your health, your income or even your business. A detailed assessment of your protection needs and requirements is conducted which includes the necessary cover, terms, budget, existing health issues or whether a trust is required. Using detailed sourcing systems that are updated daily, we research the markets and this allows us to obtain accurate illustrations tailored to your individual circumstances.
Mortgages
Mark Carr Associates are whole of market mortgage advisers, so if you lead a busy life and would prefer a professional adviser to review your circumstances then let us use our experience and electronic sourcing systems to search through the thousands of mortgage deals available to us at any one time.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up the repayments on your mortgage.
Broker fees may be payable for mortgage advice. These would typically be 1% of the loan we arrange for you. However, we will discuss your payment options with you and confirm the actual amount payable before we begin to provide our services .
“The service we received was informative, helpful and most of all Mark made it easy to understand the policies available to us.”
Mr Ballard & Miss Gregory – Colwick, Nottingham
Mark Carr Associates is a trading style of Atlas Financial Solutions Ltd which is authorised and regulated by the Financial Services Authority (Our FSA register number is 500872). The Financial Services Authority does not regulate Will Writing, Unsecured Loans, Credit Cards, Tax Advice, Offshore Investments or Estate Planning and some forms of Mortgages and Secured Loans.
Atlas Financial Solutions Ltd is registered in England, Register number: 6186827. Registered Office: 40 Main Street, Keyworth, Nottingham, NG12 5AD
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
© 2011 Mark Carr Associates.
contact
Please feel free to contact us at
info[at]markcarrassociates.co.uk
or telephone 0115 931 4404
elsewhere
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