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TESTIMONIALS
MORTGAGES
With the mortgage market constantly changing and many different mortgage products available, it is hardly surprising that finding the mortgage that best suits your particular needs can be a challenging task – that’s where we come in!
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Our aim is to find you the best mortgage available to suit your needs and give you the support required to sort all the paperwork so that everything goes as smoothly as possible. We research the whole mortgage market to find the right mortgage for you.
In addition, you will be kept fully informed and have all your questions answered.
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Our services are wide ranging and cater for:
Home Movers, First Time Buyers, New Build, Buy To Let, UK Ex-Pat & Foreign National Non-UK Resident Mortgages, Sharia Compliant Mortgages, Commercial, Adverse Credit, 2nd Charge and Bridging Finance. Lifetime mortgages/Equity-Release can be referred to a specialist partner.
Protection & INSURANCE
Whatever is important in life, it makes sense to protect it. Whether it’s you, your family, your income, your property or your possessions, Protection & Insurance provides much-needed peace of mind.
No one enjoys thinking about worst case scenarios however, taking the time to plan now could provide a much needed ‘safety-net’ and save an awful lot of heartache and unwanted financial stress in the future.
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Protection solutions can include:
Life Assurance, Income Protection, Critical Illness Cover, Group Benefits, Key Person & Shareholder Protection, Relevant Life (for Ltd companies only) and Buildings & Contents Insurance.
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As we are not restricted to a single insurance provider, we can offer you a range of policies, benefits, and premiums to suit personal circumstances.
PLANNING & REVIEW
Planning is an ongoing process to facilitate sensible decisions for the achievement of goals and in case of contingencies to maintain standards of living. When circumstances change, it's justifiable and advised to review your plans.
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Good planning underpins your family's future financial security. We recommend regular reviews of existing plans to make sure they are still ‘on-track’ and fit for purpose.
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Many aspects of the following involve specialised professional advice and need referral to trusted experts. We can help identify areas that may be relevant and make referrals when needed. General Topics: Legacy planning, Inheritance Tax Planning, Retirement and Investment Planning*, Wills, Trusts, and Legal Services including Conveyancing.
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Inheritance tax planning, Retirement and investment planning will be referred to a suitable authorised financial adviser
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