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Mortgages

Personal Financial Planning

Life Assurance

Investments and Savings

Health Insurance / Income Protection

Business Insurance

All types of mortgages can be arranged for: purchases, capital raising, remortgages, buy to let, equity release, debt consolidation, adverse lending, second charges and more.

We can complete a full financial review of your affairs and create a financial plan for you. Assess existing policies and arrange an ongoing review program. To maintain best advice.

We advise on all aspects of retirement planning - in the years up to and in retirement. Personal pensions, executive and group pensions both old and new.

Protect those who are important to you. We advise on all personal and family life assurance needs and cover for mortgage financial liabilities.

We advise on all types of investments:  regular, personal - child savings, ISA’s, Bonds, Unit Trusts and  investment portfolios.

We are specialists in commercial and corporate lending including new build, purchase and development. Non status lending can be financed.

Mergers and acquisition funding.

All types are available: private medical insurance, income protection, payment protection, accident / sickness and unemployment plans, corporate and personal.

Many businesses do not realise where they are at risk and: we advise/recommend a range of Protection plans for staff and key personnel.

Protecting yourself and your family in the event of contracting a critical illness is essential.  There are many providers and options available. We will help you select the right cover for you circumstances.

Pensions

Business Finance

Critical Illness