Products & Services

As an independent financial adviser you can be sure you are getting the products you need from across the entire market.

We can advise you on all areas of financial planning including:

Mortgages

As an independent mortgage broker we have access to all the major lenders as well as niche lenders operating in specific markets. Many of the mortgage products we can offer are exclusive and not available on the high street. Whether you are looking to buy a house or thinking of remortgaging, we can help you through the maze.

Normally we do not charge a fee, as we will be paid commission from the lender. In some circumstances we may charge a fee of up £150 to cover our outlays, if the mortgage does not proceed.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Protection

Whether protecting your family, a potential future inheritance tax bill, your income, your mortgage repayments or your home we can talk you through all the options.

Investments

We can help you make the most of your savings, taking into account your priorities and attitude to investment risk. Our access to many of the investment world’s top fund managers ensures we can find the right home for your money.

Pensions

The sooner you start planning for retirement the less painful it becomes. We can help you put those plans in place.

We can also help if you are about to retire and are taking the proceeds of a pension plan. Rather than taking the annuity on offer from your pension plan provider, talk to us and we will search the market for the most competitive annuity rate. This can make a significant difference to your retirement income.

The traditional annuity isn’t your only option when it’s time for you to start taking an income. While not suitable for everyone, income withdrawal can offer you a more flexible retirement income alternative. Talk to us to find out more.

Your home may be repossessed if you do not keep up repayments on your mortgage

This website is intended for investors over 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients’ financial planning needs. We hope they are helpful to you but they do not, on their own, add up to proper investment advice and we cannot take responsibility for anything you do in reliance on them without further discussion with us. Please do not make a decision based upon the information contained within these pages alone. They are not detailed or comprehensive enough to enable you to make an informed decision which is tailored to your circumstances and needs. Please contact us now for tailored advice.