Our Services
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Financial planning
Create financial certainty about your future.
Are you looking at your options right now and planning your financial future?
The sooner you have a plan for your money, the sooner you’ll feel empowered and in control. We’ll help you make the right financial decisions and will give you clarity and certainty about your financial future.
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Mortgages
Mortgages are one of the largest single transactions in most people’s lives
Whether you wish to purchase your own home, invest in a buy-to-let property, raise money for home improvements or simply re-mortgage to get a better deal, buying a property and arranging a mortgage can be a stressful time.
We cut through the complexities and get the best possible mortgage for your situation. We manage the application process right through to completion, taking the weight off your shoulders.
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Investments
Build and safeguard your wealth.
You want to know that your investments are on track to achieve your goals and not have to worry about the level of risk you need to take to get there.
Will create an investment strategy that is right for you, whether you’re new to investing or an experienced investor and we can provide regular reviews to ensure your goals are achieved.
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Protection
Prepare for life’s unexpected surprises.
The unexpected can happen at any time. We are here to protect you and your loved ones should the worst happen.
We’ll help you decide which life assurance, critical illness and income protection has the best chance of being there when you need it most.
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Equity Release
Release equity from your home to live life the way you want.
Equity release has become an increasingly common way for homeowners across the UK to fund their dreams in later life. Rising house prices across the UK over recent decades means that the UK’s over-55s have more equity than ever locked up in their properties, equity that can be accessed using a Lifetime Mortgage, the most popular form of equity release.
With a lifetime mortgage, unlike other forms of equity release, you can release tax-free cash from your home whilst retaining full ownership of your home, and without having to commit to making monthly repayments.
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Retirement planning
Plan your perfect retirement.
What will your retirement look like? Will it be an end to work, or an evolving journey of flexible semi-retirement? How comfortable and carefree will it be?
Expert guidance from a pension adviser who understands your circumstances and what you want can make a huge difference to the timing and quality of your retirement.
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ESTATE & INHERITANCE TAX PLANNING
Protect and pass on your wealth
Managing your estate in your lifetime and planning your legacy allows you to provide financial assistance to your family when they need it most and minimise any tax liability you might leave behind.
We offer inheritance tax planning that protects your wealth in your lifetime and for future generations.