Value Added Services

In recent years, we have been building our network of trusted advisors in order to be in a position to offer our clients the best possible levels of service and increased value.

We would therefore invite you to answer the following quickfire questions in order to help us identify areas where we can help you even more.

Please leave blank:

1. Are you looking to move house or needing to remortgage in the next 6 months?

Yes

2. Are you looking to purchase a new/replacement vehicle or plant/equipment, and needing to finance the purchase?

Yes

3. Are you looking to raise finance for a particular project or to refinance existing lending?

Yes

4. Do you have a private pension that you are currently contributing to?

Yes

5. Do you have existing Life Insurance policies, Key Man Insurance or Income Protection policies?

Yes

6. Do you have Private Health Cover?

Yes

7. Is your business/premises/fleet insurance due in the next 6 months?

Yes

8. Have your utility bills increased significantly in recent times and are you aware of the recent price cap increases?

Yes

9. Do you own commercial property or have a furnished holiday let? If so, are you aware of the changes to tax legislation coming in April 2025?

Yes

10. Do you need a holiday…?! Are you looking for something bespoke…?

Yes

Your Name:

Your Email:

Company:

Phone No:

For a free, no-obligation initial consultation, get in touch TODAY >>

SWB Business Solutions Limited | First Floor Offices, 105 Church Street, Tewkesbury, Gloucestershire GL20 5AB | Tel: 01684 212 041 | Email: info@swbbusinesssolutions.co.uk

Company No: 08121475

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