From time to time, we would like to contact you about our products and services which we think you might be interested in. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you. I have worked with Mike of Newark Wealth Financial Planning for a few years now and have found him to provide me with a professional service which is personal enough to allow individual tailoring of advice.
The small team are in regular contact with me and are very customer focussed. My wife and I have been very happy with the services provided by Newark Wealth Financial Planning. In all meetings with Mike we have found him to be very professional, charming and able to deal with any requests relating to our finances.
The small team are in regular contact with me and are very customer focussed. My wife and I have been very happy with the services provided by Newark Wealth Financial Planning. In all meetings with Mike we have found him to be very professional, charming and able to deal with any requests relating to our finances.
Services
We will provide you with the clarity and understanding you desire and that gives you the reassurance that all your important financial issues are being fully taken care of by a team you trust. We think it's a really important part of our job to remind our clients of that and to ask those big questions.
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?. Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
There are events we can all face that have the potential to wreck lives and families. It's a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you - we hope it doesn't - but it might.
This is cover that pays out on death. Some plans pay upon earlier confirmation of a terminal illness where the prognosis is death within 12 months. It can pay out as a lump sum, or as income for the remainder of the policy term. Cover can last for a set term called Term Assurance, or can last throughout life, called Whole of Life.
This provides income where you are ill or injured, and as a result your income through employment or your normal route stops. If Houseperson's cover is included, then it will pay out upon illness or injury, irrespective of any income stopping. Cover lasts for either a set term in whole years, or to a given age (typically your state retirement age).
Reviews (2)
Linda Rodger
Dec 11, 2019
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My husband and I were looking to see what was available in the financial world in Kilmarnock. Contacted Newark Wealth and right from the beginning they have been so helpful and genuinely caring . Mike has interviewed us and explained all areas suitable for us but left us to make final decisions. They have kept us up to date with everything. Carrie has been so helpful and encouraging. It's so nice to be treated as well. We are also introducing Jim to our son who is hoping to get his first mortgage through Newark Wealth. I cannot thank the team for all their attention to detail. Looking forward to
Lynne McKinnon
Sep 12, 2019
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We came to Newark Wealth Financial Planners through a recommendation from a friend. The high street banks made us feel like we were too complicated to obtain a mortgage and gave us zero of their time. We had some complexity’s to our situation, however we met with Jim Murray and took it stage by stage. He did some background work for us and found us some suitable lenders. At each stage I thought we’d get declined but it wasn’t the case. Jim was excellent and made the process very smooth. We wouldn’t be on the property market without his help. Very professional service given by Jim. I would
