We are a small family business that has been running for 22 years. We are proud of the fact we have only two advisers which enables us to get to know our clients properly. This also means our clients know they will only speak to us and not be passed through a call centre. We intend to maintain this at the core of what we do for the next 22 years!
We have built relationships with clients over 30 years and in some cases are working with our 3rd generation of the same family. We enjoy going back to see clients again and again and helping them through the different stages of their financial and personal lives. All our business comes from referrals or our existing clients.
Our aim is to provide the best financial advice in a professional but easy-to-understand way.
We are a small family business that has been running for 22 years. We are proud of the fact we have only two advisers which enables us to get to know our clients properly. This also means our clients know they will only speak to us and not be passed through a call centre. We intend to maintain this at the core of what we do for the next 22 years!
We have built relationships with clients over 30 years and in some cases are working with our 3rd generation of the same family. We enjoy going back to see clients again and again and helping them through the different stages of their financial and personal lives. All our business comes from referrals or from our existing clients.
Our aim is to provide the best financial advice in a professional but easy to understand way.
Whether you are a first-time buyer looking to get onto the housing ladder, re-mortgaging your current product or planning your next house move, we can help to provide the advice you need to secure the right mortgage option for you. The mortgage marketplace can be complicated and feel a little daunting. We can assist you in navigating this to ensure you get the correct product for your particular needs.
We will listen to what you are trying to achieve and then come up with a range of options to help you understand what is possible. We will also be clear and upfront if circumstances do not allow a solution immediately but we are happy to work with you over the longer term to help you reach your aims.
We are able to advise in more specialist areas like Equity Release and Buy-to-let mortgages. We offer a mortgage review service that is representative of the whole of market.
Some Buy to let Mortgages are not regulated by the financial conduct authority.
Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.
Understanding what type and amount of life insurance, income protection or critical illness cover you need is difficult and complex. We can advise what is suitable for your situation and help to secure the most suitable products from our range of providers. Balancing financial protection needs against the monthly budget is a key part of the process. We can help to arrive at the right outcome for you now whilst protecting against a major life-changing event in the future. We offer products for Life Insurance, Mortgage Protection, Critical Illness, Income Protection and Whole of Life Insurance products from a panel of leading insurers.
Understanding how much you need to save for retirement and the different pension products available is often a confusing process. Additionally, working out what your current pension schemes are worth and what benefits they offer is also complicated. We can help to simplify these tasks whilst providing sound financial advice in order to help you on the path to having a strong retirement fund. Whether you are thinking of retiring in the near future, just setting up your first pension or looking to consolidate a number of current pension pots we are able to understand what you currently have and how you can achieve the right retirement income for your circumstances.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
We advise on the most suitable use of capital that you may be looking to invest now or in the future.
Looking across a range of available products, we can provide the support needed to make those difficult decisions on how best to utilise the funds in the short, medium and long term.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
