We are a small firm of Independent financial advisers specialising in investments, financial planning, care fees, equity release, mortgages and protection. Our advisers each have over 15 years experience. We offer a flexible approach and can offer you a full financial review to develop a financial plan or we are happy to deal with an individual concern such as an investment or arrange income from your pension fund. Our clients are of all ages from young families and first time mortgage buyers to older clients with existing investment portfolios or looking for later life advice such as care fee planning and equity release mortgages.
Our mortgage advice covers buy to let mortgages, home mover mortgages, re-mortgages and equity release mortgages for older clients. Your initial consultation whether over the phone or in person is free at no cost to you, it is important that we are both happy to work together before we decide to proceed.
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