Mark Graddage
Independent Financial Advisor
for Cambridge
Genuinely independent
Access to the whole market
Fully qualified
Over 15 years experience
Providing independent financial advice
that is right for you
Providing a home
We all know that a mortgage is the largest financial transaction in most people’s lives. You need sound advice, so that your mortgage is the right one for you in Cambridge – which is where the independent financial advice from Mark Graddage comes in.
Mark understands the mortgage marketplace, the options available, and can advise you on every aspect of a mortgage transaction to provide for your home in Cambridge.
Mortgage advice
Providing for your inheritance
If you want to leave your assets to your family, and minimise any tax liability, you need advice on Inheritance Tax. Mark Graddage can advise on inheritance tax planning, power of attorney, and everything you need to protect your inheritance.
Inheritance tax advice
Providing for the future
No-one knows what the future holds – but we all know we should save for a rainy day – or save for something special. As an independent financial advisor, Mark Graddage can advise you on regular savings and long term investments.
Savings and investments advice
Providing regular income
If you became ill and were unable to work for several months, perhaps even years, how would you meet your regular bills? Income protection will ensure your regular commitments are met whilst you recover in Cambridge, so talk to independent financial advisor Mark Graddage about the right policy for you.
Income protection advice
Providing for your family
What would happen to your family in Cambridge if you were no longer there to provide for them. Whilst it is something most of us don’t want to think about, making financial provision for your family in the event of your death makes sense, and independent financial advisor Mark Graddage can help you protect what matters most.
Life protection advice
Providing for your business
If you own a business in Cambridge, what would happen if one of your key staff left? Would their departure have a significant financial impact on the business? Protecting key staff in your Cambridge business makes sense – so talk to your independent financial advisor, Mark Graddage.
Key worker advice
Providing for your retirement
Whenever you plan to retire from work in Cambridge, you will need money to enjoy your retirement. Pensions are just one way to make provision for your retirement, and independent financial advisor Mark Graddage can help you understand about personal pensions, company pensions, allowances, SIPPs and more.
Pensions advice
Providing good advice
Below are extracts from testimonials Mark has received from clients in the Cambridge area:
Mark has been providing me & my family with personal financial advice since 1995. He has helped me successfully with residential & buy to let mortgages and as my young family has grown he has ensured that my partner & I have sufficient protection in place to ensure the financial security of our children. All this has been done using plain language without confusing us with jargon. I would not hesitate to recommend him to any young family or small to medium business looking for straightforward down to earth financial advice without pressure.
Benito Giove, Managing Director, Giove Builders Ltd
I first called on Mark Graddage for advice when my mother became very ill & had to enter a residential care home.He guided me step by step through the Power of Attorney Registration,re-arranged her financial affairs to minimise potential Inheritance Tax on her estate & organised investments to provide a regular income stream to cover care costs in a tax efficient way, all in plain straightforward language. Since my mother's passing he has re-arranged the investments & my pension contributions,which leaves me confident that when I retire in 5 or so years time,I will be able to maintain the standard of living that I require.
I would not hesitate to recommend Mark to anyone wishing to mitigate for Inheritance Tax or planning for retirement.
Martin Howes, Lindy Living & Howes, Architectural Consultants
For genuinely independent
financial advice in Cambridge
talk to
Mark Graddage
01223 211873
or
07752 887332
Mark Graddage is an advisor with Beacon Financial Ltd who are authorised and regulated by the Financial Services Authority. FSA Registration Number 413225.
Your home may be repossessed if you do not keep up repayments on your mortgage
We offer the option to pay for advice by way of a fee. This fee may vary depending on individual circumstances, but is typically £250.
The Financial Services Authority does not regulate
advice on tax.
Please mention you found Mark Graddage
listed under Independent Financial Advisors on
The Best of Cambridge