Services

Services

True peace of mind can only come from understanding you and your aspirations and looking at all areas of your financial life, as action in one area can affect another. However, understanding that you may not wish to go through the full financial planning process initially, we can focus on a specific need if required.

Financial Planning

Financial planning involves an in depth look at all aspects of your finances and exploring the plans and aspirations you have for the future. The aim is to create a plan that focuses on your needs, your aims and the direction to take to target those things.  The process is a journey and reviewing the plan frequently helps keep things on track and adapt to changes in life.
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Mortgages & Equity Release

First time buyers, home movers, buying to let, renovate and sell, commercial lending, bridging finance and short term lending, releasing equity from home, are areas we can assist with.

With access to a wide range of lending options we can source and arrange your borrowing needs.
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Investment & Savings

Saving for future expenses like car purchase, school fees, early retirement and for bucket list items all require planning. This can involve cash savings accounts as well as investment accounts. Your personal aims are what drives the decisions we take on how and where to invest.  
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Protection

Life Assurance, Critical Illness Cover, Income Protection, Mortgage Payment Protection.

Are you and your family sufficiently covered in the unfortunate event of premature death, serious illness or loss of income? How much cover do I need? What does it cost? Are current plans in trust? We can review current plans, answer these questions and provide a clear plan of action.
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Wills & Power of Attorney

Wills and Powers of Attorney are an essential part of financial planning. Setting up a Will ensures that your estate passes on to your loved ones in a manner that you desire. As circumstances change it is advisable to review and update your Will periodically.

It is equally important to consider putting a Power of Attorney in place. This can ensure that in the event of your incapacity at any time, those nearest to you are able to deal with your affairs.  

Wills & Power of Attorney are not regulated by the Financial Conduct Authority.
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Pensions & Retirement

Retirement planning is not solely focused on pensions. Whilst pensions are a large part of retirement planning, other investments and savings can make up the retirement plan. It is also important to consider what retirement will 'look like' when you get there. What will you do? Who will you spend time with? How much income might you need?  

You could be approaching retirement and want to understand your options. You may be considering early retirement but don't know if it's possible. You may have many years to go to your likely retirement but don't understand what you have in place. You may be thinking about transferring your pensions or taking them as a lump sum. We are here to help answer those questions.
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Let's talk...

Let's talk and find out what your future might be. Together we can create a plan, taking into account your immediate and future needs, your aspirations and all the the things that are important to you.
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