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PERSONAL CLIENT SOLUTIONS
3R are dedicated to helping our clients plan for a secure financial future for themselves and their loved ones. As a ‘whole of the market’ provider we are able to offer an extensive range of personal financial services from a wide range of product providers.
SAVING & INVESTMENT
Discretionary Funds
Investment Bonds
ISA’s
Savings
Unit Trusts & OEIC’s
The value of Investments can fall as well as rise, and you can get back less than you invested.
RETIREMENT PLANNING
Annuities
Income Drawdown
Personal Pensions
Pre & Post Retirement Planning
The value of pensions can fall as well as rise, and you can get back less than you invested
PROTECTING YOU & YOUR LOVED ONES
Building & Contents Insurance
Critical Illness
Income Protection
Life Assurance
Whole of Life Plans
MORTGAGE SOLUTIONS
Agricultural Mortgages
Buy to Let
Let to Buy
Mortgages
Re-Mortgage
Your home may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it.
