Welcome to BALPA Financial Solutions Ltd

We offer a comprehensive financial planning service for all your investment, pension, mortgage and protection needs:

• Estate Planning
  Do you want to mitigate Inheritance Tax? 
   
• Flying Licence Insurance / Income Protection
  Would you require a regular income or a cash sum if you lost your flying licence or if you suffered a serious illness or disability?   
    
• Investments / Regular Savings
  Are you making the best use of any spare capital or surplus income?                                                  
   
• Individual Savings Account - apply online here.
  Click here for details of our ISA favourites brochure. Benefit from enhanced terms & fund discounts negotiated on your behalf. *Fund discounts are automatically reflected online. 
      
• Life Assurance
  How much cash would your family need to maintain their current lifestyle if you die prematurely?   
     
• Mortgages
  Do you want to reduce your current mortgage outlay or are you moving home?   
   
• Pension Planning
  When do you want to retire and how much income will you need?  
   
• Trustee Investment
  Have you reviewed the impact of the Trustee Act 2000 on your responsibilities as a Trustee, partcularly in respect of investment issues?   
   
• Seminars
  For further details of our Pre-Retirement and Pension Drawdown Seminars please click here. 

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms

The General Insurance Services made available to you through our website are treated as the introduction of you as our client by BALPA Financial Solutions Ltd. to the third party concerned. You can be assured the quotes you will receive will be some of the best available in today's marketplace.