Other Services

Other services

Providing mortgage options in Shrewsbury and Shropshire

Other services offered by Millennium Wealth Management


Millennium Wealth Management has been helping people in Shrewsbury and Shropshire manage their money and investments for years.

As well as help with mortgages and investing your money into property, we offer a wide range of other services to help invest your hard-earned cash in the best way possible.
Millennium Wealth Management, Shrewsbury

Equity release


Millennium Wealth Management has access to many different equity release products which can help release some of the equity, or cash, that is tied up in your house.

We can provide unbiased advice on how equity release will affect you financially, what the pros and cons are, and any alternatives to equity release. We can also assess any impact using property as security may have on loved ones.

An equity release product will reduce the value of your estate, will not be suitable for everyone and may affect your entitlement to state benefits. To understand the features and risks, please ask for a personalised illustration.

Equity release schemes will reduce the value of your estate and could affect your entitlement to state benefit.

Check this mortgage will meet your needs if you want to move or sell your home or you want your family to inherit it.

If you are in any doubt, seek independent advice.

We typically charge a fee of 1.5% of the loan amount payable upon offer with a minimum charge of £995.

For more information please visit our specialist website www.millenniumrs.co.uk

Retirement planning


We provide full financial advice to clients so that they know what they are committing to before taking on any plan. 

We will assess a person’s finances, the impact of retiring early or late, how staggering your retirement income could help or hinder you, and assess your attitude to risk. 

Taking your retirement as tax free cash and combining pension funds into a retirement income solution are also taken into account. 

The value of investments can go down as well as up and a pension is a long-term investment contract. 

For more information please visit our specialist website www.millenniumrs.co.uk

Annuities


Annuities refer to the payments from your pension that you receive throughout your retirement.

There is a plethora of different options for you to consider, so if you want impartial advice, we are here to help.

For more information please visit our specialist website www.millenniumrs.co.uk
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