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At Bloomfield Financial our primary aim is to help you make sense of your finances so that you can make the best deciscions possible both now and  in the future.

We have tried to put as much information on this webiste as possible to explain what we can do for you and what it costs as we believe strongly in being transparrent in all things.

If you can't find the information you are looking for then please don't hesitate to give us a call on 0191 406 6453 or drop an email to office@bloomfieldfinancial.co.uk

John & Dee Bloomfield

A life insurer who wants you to be healthy?

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runnersonbeachIt seems kind of obvious doesn’t it that your life insurer has a vested interest in keeping you alive!

Relatively recently a life insurer has entered the market who are aiming themselves squarely at those who want to stay or get fit and healthy. Their offering makes them difficult to compare to other providers purely on the price it is a really interesting innovation.

So how does this insurer go about getting you more healthy, financial incentives that’s how?

What is a wealth platform?

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What is a wealth platform

You have probably heard the term 'wealth platform' in recent times the term is often used interchangeably with other terms such as 'fund supermarket' and 'wrap' but rarely is an explanation given to the reader of what a 'wealth platform' actually is. Perhaps this is understandable as they are indeed a relatively modern invention and there are many variations on a theme only really made possible by the existence of the internet and electronic trading systems.

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Important Info: Mortgages

Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.

 

We give clients the option to pay for mortgage advice by fee rather than commission.

 

The FCA does not regulate all Buy to Let mortgages.

 

Important Info: Investments

Past performance is not a reliable indicator of future results.

 

The value of investments, and the income from them, may fall or rise.

 

Your capital at risk. Investments can fluctuate in value and investors may not get the amount back they invest.

 

 

Important Info: Regulations

The Financial Conduct Authority does not regulate, Will Writing, Buy to Let Mortgages, Tax Advice and Estate Planning.

 

Tax rules can change at any time.