About Us
If you click on "who we are" you will be able to see the advice team. We share our work but once a relationship has been built with an adviser we do not usually have a need for change unless of course another member has to be involved for more extensive or specialist advice.
As we review and get to understand our clients we will be considering the areas listed below and consider their importance in their plans and how we may be able to improve or save money.
Mortgages:
- To include first time buyers, movers, investment property (buy to let), second properties and those in retirement (lifetime mortgages)
- To include those with low deposits, a poor credit history, self employed or with a number of jobs and sometimes builder's gifted deposits
For details of our fees for mortgage business please see our page "How we are paid"
Your home may be repossessed if you do not keep up repayments on your mortgage or any loan secured upon it
Insurances for the protection of:
- Life and/or diagnosis of a critical illness
- Income if you are sick and your employer does not pay
- Key man and directors shareholdings on death or critical illness
- Mortgage payments in sickness or redundancy
- Private medical insurance
- Buildings and contents
- General items such as pets
Investments in: (either lump sums or regular contributions)
- Pensions, including personal/stakeholder, annuities, unsecured pensions, SIPPS
- ISA's/collective investments
- Life bonds
Please see details of "How we are paid" to ensure you are happy with the way we work and it suits you. If you require more detail or clarity please give us a call.
daily quote
“A cheerful disposition is good for your health. (The Bible)”