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

  • Pensions & Retirement Planning
  • Investments & Wealth Management
  • Inheritance Tax Planning
  • Corporate Services
  • Mortgages & Re-mortgages+
  • Protection*
  • Secured Loans†
  • Personal Loans†
  • Buildings & Contents Insurance**
  • Debt Consolidation
  • Equity Release***
  • 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 personal loans, secured loans and some forms of 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 selected panel of providers.

*** For Advice on Equity Release we act as introducers only.  

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

There will be an advice fee charged by the Equity Release specialist we introduce you to.  The current fee is £950.

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

+There will be a fee for mortgage advice, the precise amount will depend upon your circumstances but we estimate that this will be no more than 1% of the loan amount.  There are additional fee payment options.