Retirement planning. Will you be comfortable in retirement? Talk to us.
Investment services.
Investment advisers with a wealth of experience in private investment & portfilo planning.
Mortgages.
Whatever your mortgage needs.
Totally independent and with access to deals not available on the high street.
Inheritance Tax.
Are you happy at the thought of the taxman having a large chunk of your estate?
If not, let's talk.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Inheritance Tax Planning is not regulated by the Financial Services Authority
The value of investments and income from them may go down. You may not get back the original amount invested.
For mortgages we can either be paid by fees, commission, or a combination of both. We typically work on a no fee basis, however if you elect to pay by fee this will either be £250 and we will receive commission from the lender, or a fee of 1% of the loan and we will refund any commission from the lender. ie on a loan of £100,000, a fee of £1,000 would be payable.