The Value of Independence

As independent financial advisers we are able to comment on whatever policies or investments our clients have, in contrast to salespeople who work for insurance companies. We act as the agent of our clients and not of any product provider.

Each of the three directors has over 20 years experience in providing financial planning advice to a range of corporate and private clients. All three are committed to ensuring that Mortgage G-Force Ltd delivers the standard of service that is expected of us by our clients. To that end we have invested in sophisticated back office software to help us run the business efficiently as well as relying on our well trained staff.

What do we do?

Over the years we have found that most clients' financial planning requirements can be broken down into eight principal areas:

• Retirement Planning
• Risk Management and Insurance
• Investment Planning
• Estate Planning
• Education Funding
• Mortgages and other Debt Management
• Business Planning

How can we help? 

The most important thing that we do is help you achieve your lifetime financial goals for reasons that are important to you.

In order to do this we form a clear idea of your core values followed by an understanding of your financial goals. We see the goals as mile stones on the route to the delivery of your values.

It is only once we know what your goals are that we look at the value of your current policies and investments. From this information we are able to gauge what actions are needed to reach the financial goals and indeed whether they are achievable.

How do you know the company you’re dealing with is independent?

Independent advisers are able to select the correct product for you from the entire market – that means they can potentially recommend any product from any insurance company providing it suits your needs and objectives. With such a wide choice of companies, investments and saving tools you can be reassured that you are not simply being provided with a standard recommendation – you are getting personalised advice

Treating customers fairly

What protection do you have?

Your adviser will always do the very best for you. Whenever you deal with one of our financial advisers you will receive details on the complaints procedures offered by the firm. If you wish you can request a copy of these procedures at any time.

When the adviser is advising you on regulated products (including investments, insurance and mortgages) you have the protection of the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS).

If you are unhappy about any advice or service you have received you should firstly contact the firm that provided the advice or service. This gives them the chance to put things right and/or to provide their own version of events. Should you remain dissatisfied you can refer your complaint to FOS who will investigate the complaint independently and make a ruling. FOS work with customers and financial advisers to resolve a complaint, and when they do have to make a ruling it is binding upon the firm.

Registered office . 

Mortgage G-Force Ltd, 429 Wellington Road North, Stockport, Cheshire,

SK4 5BA

Reg No 5306315 in England.