Investment Portfolio Advice
We will try to find the investment that is most suitable for your circumstances and track your portfolio to ensure that you enjoy the best possible returns as we feel performance and tax efficiency are a priority.
Pre and Post Retirement Planning Service
We will help you identify what you will require to live on at retirement. What your current arrangements are, and the benefits they may provide. How we can look at improving performance and the most tax efficient way to take benefits.
Residential and Commercial Mortgages †
We will try to find the most suitable Mortgage rate relative to your circumstances from the marketplace, whether a re-mortgage or purchase for residential, buy to let or commercial. Commercial mortgages and loans and most forms of Buy-To-Let mortgage are not regulated by the Financial Conduct Authority
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. SECURING SHORT TERM DEBTS AGAINST YOUR HOME COULD INCREASE THE TERM OVER WHICH THEY ARE PAID AND THEREFORE INCREASE THE OVERALL AMOUNT PAYABLE. YOU MAY HAVE TO PAY AN EARLY REPAYMENT CHARGE TO YOUR EXISTING LENDER IF YOU REMORTGAGE.
Life Assurance and Wealth Protection
We will help you to protect your wealth and minimise any tax liabilities on inheritance.
We will help you utilise all allowances and explain all aspects of dealing with Inheritance Tax. Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
We will enable your business to enjoy protection of profits and ownership. We also advise on employee benefits. Links with specialist commercial lenders also allow us to offer significant savings on commercial finance.
† A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.