SERVICES

For all our services, we will provide a free consultation without obligation.

We have tried to make it as easy as possible for you to contact us. You can e-mail us through our Contact facility or if you wish to speak to us as a time that is convenient to you, then use our Call Me Back service and we will contact you at the specified time.



Life Assurance

In the unfortunate event that you were to die prematurely, would your family cope financially?


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Mortgages

Are you a first time buyer?  Is your current mortgage competitive?
There are many types of mortgages available in the marketplace which can make it difficult to clearly see which one may be the right one for you.

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Inheritance Tax Planning

What is the total value of your estate?  How much will you leave to the government? If you are concerned about leaving a large tax bill for your family upon your death, then we can help to minimise your tax liability.

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Retirement Planning

Do you wish to maintain your current standard of living in retirement?

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Investments

Is your money working for you?  If your savings are in a bank or building society, you will probably keep pace with inflation.  However, there are many products in the marketplace that can achieve a more favourable return.

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Commercial Lending

Are you a guest house/hotel proprietor, landlord or business owner?  Unhappy with the current rate of your commercial finance?

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Your property may be repossessed if you do not keep up repayments on your mortgage.
For mortgage advice you can choose how we are paid: pay a fee, usually 0.3% of the loan amount, or we can accept commission from the lender.