We are located at:

Protea Financial Services


8 Deneside

East Dean

BN20 0HU

Contact us today!

If you have any queries or wish to make an appointment, please contact us:

 

+44 333 3556295 (local call rate)+44 333 3556295 (local call rate)

 

 

Or use our contact form.

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Our Services

There are many different ways in which Protea Financial Services can help you. Some of the services we offer include advice on:
Mortgages and other types of borrowing:

  • Mortgage Capacity Reports (for Family Law Practitioners or individuals/couples who are divorcing)
  • First Time Buyer Mortgages
  • Remortgages
  • Equity Release
  • Lifetime Mortgages
  • Commercial Mortgages
  • Second Home Mortgages
  • Buy To Let Mortgages, both Individual and Limited Company
  • Further Advances
  • Secured Loans
  • Bridging Finance
  • Sub Prime Mortgages
  • Limited Company Mortgages
  • House of Multiple Occupancy (HMO) Mortgages

Protection:

We urge clients to plan with foresight rather than regret with hindsight regarding Protection.

  • Life Assurance
  • Critical Illness Insurance
  • Business Assurance including Key Person Insurance
  • Income Protection
  • Private Medical Insurance
  • Family Income Benefit
  • Buildings and Contents Insurance
  • Accident, Sickness and Unemployment Insurance

Trusts:

  • Despite recent positive changes to the Inheritance Tax threshold and inter-spousal exemptions, we always recommend placing protection in trust. This is mainly in order to avoid delays in accessing policy benefits due to probate.

Ancillary Services:

Having been in the industry as long as we have, we have seen it evolve massively, particularly over the last few years. One of the effects of this is the need for specialist advice on different financial planning needs. We have a great number of contacts who can provide fully regulated specialist independent advice in the following areas:

  • Wills, LPA's and Estate Planning
  • Inheritance Tax Planning
  • Pensions including both private and occupational pensions, SIPP, SSAS
  • Pensions advice for divorcing couples
  • Investments including: Discretionary Fund Managers (DFM's), Platforms, Investment Bonds, ISA
  • Lifetime Mortages
  • Equity Release

Please remember that your home may be repossessed if you do not keep up repayments on your mortgage or any other finance secured on it.

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The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. Protea Financial Services is an Appointed Representative of Julian Harris Mortgages Ltd, authorised and regulated by the Financial Conduct Authority No. 304155 © Anthea Pienaar.