About Us
We specialise in providing Investment and Pension performance reviews to ensure that clients arrangements are providing good value for money and are on target to produce the results that were originally anticipated. We can however provide advice relating to all financial products. We suggest you view the testimonials from our clients, who confirm the services that they have utilised and their thoughts on the service they have received.
Here are a selection of the financial products that we often discuss with our clients:
Residential Mortgages, including many exclusive products and Buy to Let Mortgages.
- Commercial Mortgages.
- Equity Release Mortgages in association with SHIP (Safe Home Income Plan) Members, this is a Lifetime Mortgage. To understand the features and risks, you should ask for a personalised illustration.
Secured and Unsecured Loans and Credit Cards.
Asset Finance (HP / Leasing / Contract Hire etc).
General Insurance (Buildings / Contents / Motor / Public Liability etc).
Savings and Investment Products, both single and regular premium contracts
- for growth or income, or both.
Life Assurance, Critical Illness Cover, Mortgage Protection and Whole of Life contracts.
Pensions - including Annuities, Income Drawdown and Stakeholder Pensions.
Long Term Care.
Private Medical Insurance.
Offshore Investments.
Inheritance Tax Planning.
Will Writing Advice.
Endowment Sales.
Share Trading.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For details of our fees for mortgage business please see our page "How we are Paid".