We offer a whole range of financial products including mortgages, investments, pensions, life and critical illness cover, income protection, buildings and contents. First of all we will assess your current circumstances by taking some basic information from you. Then we will take the information away to research and find the most suitable solution for you.
We will then progress this on your behalf to the lender, insurer, investment platform, or provider, and ensure that everything goes as smooth as possible. We pride ourselves on the service that we provide, and we will make sure you deal with the same person all the way through the process.
We will then progress this on your behalf to the lender, insurer, investment platform, or provider, and ensure that everything goes as smooth as possible. We pride ourselves on the service that we provide, and we will make sure you deal with the same person all the way through the process.
Services
Here at Magnum Financial Solutions, we can help you with almost all aspects of your financial planning. From buying your first home, through to finding the best interest rate for your mortgage (commonly known as remortgaging), and utilising savings to offset against mortgage interest allowing you to save interest and take years off your mortgage.
Pensions are an important way of achieving the lifestyle you want when you get to retire. Not only does it make sure there is a pot of money you can call on in retirement, it is also tax efficient. It depends on how much money you want in retirement and also how much you can afford to contribute each month.
Our services are built around comprehensive financial planning and investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs. Our financial planning process is broken into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.
Have you ever thought how you would cope financially should you be unable to work due to illness or injury? How would you pay the mortgage and other household bills? Would you be able to maintain your current lifestyle? Income Protection is designed to help protect you and your family should you be unable to work due to an accident, sickness or disability.
Life insurance offers valuable financial protection in the event of death. This could be used to repay your mortgage or to leave a lump sum to your partner or children or whoever you nominate. Other options include critical illness cover which pays out a specified lump sum on diagnosis of a critical illness.
Reviews (10)
Stewart Finlay
Dec 27, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Have used Mark for a few years now for various advice including pension, remortgage, new mortgage, and life insurance. Always polite, professional, helpful and willing to explain things through. Went above and beyond helping us with our recent purchase of our new home when their were problems with solicitors getting it finalised
Have used Mark for a few years now for various advice including pension, remortgage, new mortgage, and life insurance. Always polite, professional, helpful and willing to explain things through. Went above and beyond helping us with our recent purchase of our new home when their were problems with solicitors getting it finalised
Sharon Charlton
Oct 30, 2021
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Leanne Flynn Eez
Oct 20, 2021
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We've used Simon Lister for 8 years now and I couldn't recommended him highly enough!
From holding our hands arranging our first mortgage (when we had no idea what we were doing) to continually giving great advice and getting us the best deals over the years, saving us a fortune! He's arranged all our buildings, contents and life insurance too.
We wouldn't use anyone else!
From holding our hands arranging our first mortgage (when we had no idea what we were doing) to continually giving great advice and getting us the best deals over the years, saving us a fortune! He's arranged all our buildings, contents and life insurance too.
We wouldn't use anyone else!
Robert Masterson
Aug 04, 2021
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Mark has been incredible guiding us through a tricky purchase from start to end, ensuring we got best mortgage possible despite the complications of self employment. He kept us going even in the depths of the pandemic when finding a mortgage was tricky and he’s explained everything thoroughly throughout the whole process. We’ll certainly be looking to work him on our house purchases in the future and I’d highly recommend him to all.
Autumn Pearson
Jul 24, 2021
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Simon Lister has helped us through remortgages, a house move and finding appropriate life insurance. Nothing seems too much trouble and he always takes the time to explain everything to us in a way that we can understand! He responds swiftly to all of our queries and went above and beyond in our recent house purchase when we received some appalling service from the solicitors. We wouldn't consider using anyone else and we would happily recommend Simon to all our friends and family.
Christopher Hamer
Jul 15, 2021
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Abby Dearden
Jul 02, 2021
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Ed Roberts
Mar 29, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Absolutely great service from start to finish. Would highly recommended. I was having a nightmare with another financial company as they didn't understand self employed mortgages. Mark and Magnum stepped in and did a great job sorting it all out.
Absolutely great service from start to finish. Would highly recommended. I was having a nightmare with another financial company as they didn't understand self employed mortgages. Mark and Magnum stepped in and did a great job sorting it all out.
Lorna Watson
Feb 19, 2021
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Simon Lister has been fantastic for us during two house purchases and a remortgage. He is always available to answer every question and works really hard to get the best deal possible. Our last house purchase was not an easy one and he went above and beyond to make sure it was as hassle free for us as possible. We would highly recommend Simon to anyone and would use him again without doubt.
Josh Scott
Jul 08, 2020
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Simon Lister has provided me & the Mrs with an excellent service for over 5 years now. He is very responsive answering texts and calls even after working hours.
He has always been professional and managed our expectations in regards to securing deals, explaining the processes throughout.
I would highly recommend choosing Simon. You certainly will not be disappointed !
He has always been professional and managed our expectations in regards to securing deals, explaining the processes throughout.
I would highly recommend choosing Simon. You certainly will not be disappointed !
