IHT - Investments - Mortgages - Retirement - Protection
Our company is built on the principles of giving high quality, affordable advice on a full range of financial products. We have offices located in the city centre or call us for an appointment at your home or place of work.
Independent advice you can trust. We offer straightforward financial advice in an uncomplicated, practical and straight forward manner on a full range of financial requirements. Whether you need advice oninheritance tax planning,mortgages, life assurance, protection, retirement planning, investments, savings, long term care and equity release, you will receive expert advice and products fully researched to ensure they are suitable.
Tailor-made solutions by accessing your risk profile, financial needs and objectives, we can offer solutions tailored to your specific needs. We will shop around on your behalf to find the most suitable provider that meets your needs.
Equity Release includes home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration
For advice on equity release we ask as introducers only.
Your home may be repossessed if you do not keep up repayments on your mortgage
The FCA does not regulate some forms of Inheritance tax planning
For mortgages we can be paid by commission, or a fee of usually 1% of the loan amount. For advice on long term care and equity release we act as introducers only