Wills and Trust's

Wills and Trusts

Our team at Twenty Twenty Financial Solutions like to ensure that you receive a full-service and can refer you to our legal partnership team who can provide advice on wills & trusts as well as being committed to ensuring your estate planning needs are met with utmost care and precision.

Wills and Trusts are referred to a third party. Neither Twenty Twenty Financial Solutions Ltd or PRIMIS are responsible for the service received. These services are not regulated by the Financial Conduct Authority and may have limited consumer protection.

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PEACE OF MIND

Making a Will gives you peace of mind that your wishes will be carried out. A will gives you control of your estate and allows you to decide who gets what after you've passed.

Dying without a Will means that the local authority will be have control of your estate and will be responsible of distributing this.

Address: 9 Duke of Wellington Gardens, Wynyard, United Kingdom
Emma@twentytwentyfinancialsolutions.co.uk

Olivia@twentytwentyfinancialsolutions.co.uk

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Twenty Twenty Financial Solutions

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Registered in England & Wales

Twenty Twenty Financial Solutions Ltd is an appointed representative of PRIMIS Mortgage Network, a trading name of First Complete Limited. First Complete Limited is authorised and regulated by the Financial Conduct Authority.

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK

Registered Office Address - 9 Duke of Wellington Gardens, Wynyard, Billingham, England, TS22 5FY

Registration Number - 10656878

Fees

Insurance

We will not charge you a fee for our services relating to insurance, but we will receive commission from the product provider. The commission will be calculated as a proportion of the premiums paid for the insurance product.

You will receive a quotation which will tell you about the fees and charges relating to any insurance policy that we recommend.

Mortgages

An initial fee of £299.00 payable at outset and a fee of between 0.5% and 1.00% of the mortgage amount payable on completion. The minimum total fee payable is £499.00.

We will receive commission from the lender in addition to the fees you pay.

Example (for illustrative purposes only)

If your mortgage is for £100,000, there will be a total charge of between £500 and £1000 if your mortgage completes.

Similarly, if your mortgage is for £40,000, there will be a total charge of £499, which is our minimum fee payable if your mortgage completes.

You will receive a mortgage Illustration when considering a particular mortgage which will tell you about any fees relating to it.

The amount we will charge is dependent on the amount of research and administration that is required. “

Refunds

You will not receive a refund of the initial £299.00 fee if your mortgage or loan does not go ahead, however there will be no requirements to pay the balance if your mortgage or loan does not go ahead.

Procuration Fee

We will also be paid a procuration fee by the lender. The amount of the procuration fee will be disclosed to you.

You have the right to ask us to provide information on the range of procuration fees that the lenders on our panels offer to us.

If an application is submitted to a lender via a packager (a 3rd party specialist) we will be paid commission by the packager. This will be disclosed to you.