Other Services
In addition to mortgage advice, Basil James also advises it’s Somerset and Bristol clients on the following areas:
Equity Release
Life Assurance
Health Insurance
Accident, sickness and unemployment insurance (*)
Home and contents insurance (**)
Private medical insurance
* For accident, sickness and unemployment plans we act as introducers only.
** For buildings and contents insurance we offer products from a limited panel of providers.
Equity release’ refers to home reversion plans and lifetime mortgages.
To understand the features and risks, ask for a personalised illustration
We also act as introducers only for the following services:
Annuities and Pensions
Public Liability Insurance
Commercial Insurance
Will Writing & Trusts
Probate
Survey & Valuation Services
Conveyancing
Funeral Plans
FCA does not regulate Will Writing & Trusts, Probate, Survey & Valuation Services & Conveyancing
For equity release mortgages we normally charge a fee of £895 for our advice and recommendation in connection with your mortgage and this is payable when we make our recommendation. The exact fee charged will depend on your circumstances, full details will be provided. We may also receive commission from the lender.
