• IMI "Insurance, Mortgage & Investment Advisers"
  • 14 Lowbourne Road
  • Melksham
  • Wiltshire
  • SN12 7DZ
  • Tel: 01225 702400
  • Fax: 01225 702011

How we work

Free Consultation

We offer a free initial consultation. There's no fee, no catch and no obligation on your part.  Please call to arrange a time that suits you. Or go to the "Next" link below, leave some details and we can contact you.

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Free Consultation

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Customer Documents  

General

Our Data Protection Statement  Click here to view

What happens if you die without a Will Click here to view

Complex Advice - Our Link With Sesame Solutions Click here to view

Investments

Our guide investment risk Click here to view

Pensions

State Pension Forecast Form (BR19) Click here to view

Pensions & Divorce Leaflet Click here to view  

Gathering Your Pension Pots Leaflet Click here to view

Mortgages

Equity Release Booklet Click here to view

 

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