Mortgages
Mortgages
OUR AIM IS TO HELP YOU MAKE THE MOST OF YOUR MONEY
Choosing the right mortgage product has become even more complicated lately with lenders increasing interest rates and tightening criteria in a bid to minimize their risk.
With years of experience and access to all UK lenders, we are well placed to help you find the very best mortgage, even in this difficult climate.
Other areas of advice…
Investments
We understand that everyone is different and at different stages in life, which is why we provide investment strategies that can be tailored to match your individual needs and circumstances.
Inheritance Tax Planning
Inheritance tax is paid on assets when someone dies. Research has shown that 30 million people are paying too much tax. More than £5bn, or 5% of HMRC’s expected income, could have been saved if people had arranged their affairs more efficiently.
Pensions
Every hard worker dreams of a relaxed and secure retirement. Now that we’re living longer lives, retirements are rarely short-lived, which makes planning for your future as a retiree more important.
ISAs
An ISA (Individual Savings Account) is a tax-free way to save or invest. If you're starting to think about saving or investing, ISAs could be a good place to begin. On other savings accounts, you may have to pay income tax* on the interest you earn.
At Retirement Planning
The choices available to consumers are wide and varied and advice is essential at this key moment. Many of the options available once selected are irreversible such as the purchase of an annuity.
Mortgages
For many buying a house can be an exciting but also daunting prospect. With years of experience and access to all lenders, we're well placed to help you find the very best mortgage. We'll guide you through the process and save you time and money.
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Our website offers information about investing and saving, but not personal advice. If you’re not sure which investments are right for you, please request advice, for example from our financial advisers. If you decide to invest, remember that investments can go up and down in value, so you could get back less than you put in.