OUR SERVICES

The main services we offer are listed below, but we also cater for specialist requirements, therefore if in doubt, please feel free to call:

  • Pensions & Retirement Planning
  • Investments & Wealth Management
  • Inheritance Tax Planning
  • Corporate Services
  • Mortgages & Re-mortgages+
  • Protection*
  • Secured Loans***
  • Personal Loans***
  • Buildings & Contents Insurance**
  • Debt Consolidation
  • Commercial Finance****
  • Specialist Insurances

Think carefully before securing other debts against your home. Your property may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.

† The FCA does not regulate Inheritance Tax Planning.

* For Protection Insurance, we offer products from a limited planel of providers.

** For Buildings and Contents insurance, we offer products from a single provider.

*** For Personal Loans and Secured Loans, we act as an Introducer.

Equity Release refers to Home reversion plans and Lifetime mortgages. To understand the features and risks, please ask for a personalised illustration. 

**** For Commercial Finance we act as introducers only, Commercial Finance is not regulated by the FCA.