Services

Whether you’re looking for a robust financial plan, a strategy for investments, want to make provision for retirement or mortgage needs, we’re here to help you.

Pension Planning

Have you got a retirement plan? If so, are you on track to achieve your goals? You’ll need the right pension for your situation and objectives.

Retirement

 Are you aware of the different ways to access your pension savings? With additional options available it’s more important than ever to ensure that you fully understand the options available when you retire.

Savings/Investments

Whether saving monthly or a one-off contribution it is important to select the right investment for you, considering the tax benefits, growth potential and time frame.

Mortgages

Let us take the stress out of moving home by researching the market to obtain you a mortgage which is both suitable and competitively priced.

Equity Release

The ability to take equity out of your home can be an attractive option for many people, but it is important to consider the consequences. We can help you explore these in a clear and transparent way.

Protection

You may wish to have a Plan B to protect you and your family against the unforeseeable happening. We have access to the whole of the market for such policies as life cover, critical illness and income protection.

Business Protection

How will your business be impacted in the event of death or critical illness of a key employee or Director? You’ll need the right cover to ensure the business can continue in this event.

Estate Planning

You’ve worked hard for your money. Let us help you make sure that it goes to the right people with expert advice about your position, the limits and reliefs available to you.

A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME OR PROPERTY. YOUR HOME OR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE MOST FORMS OF BUY TO LET MORTGAGE AND INHERITANCE TAX PLANNING.

A LIFETIME MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME. TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION.

A PENSION IS A LONG-TERM INVESTMENT AND THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES, AND TAX LEGISLATION.