TRUSTED PARTNERS
Over a number of years we have built up a strong network
of experienced trusted partners who specialise in various industries. This
allows our clients to pick and choose what areas they feel they would like
to benefit from. We all share the same values with the client at the
forefront of our thinking. We work closely with these partners to ensure
that all of your needs are met and in line with your wishes.
FINANCIAL PLANNING
Our Financial Advisors work closely with you to establish your short, medium and long term life goals. We evaluate your current financial position by working out what assets and liabilities you have and how close you are to achieving your goals.
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Life protection
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Investments
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Pensions
Our Mortgage Advisors are specialists in their field, and will identify the most appropriate type of mortgage product to meet your needs. They cover an array of services from a rate change, re-mortgage or new.
If moving home isn't an option for you then Lifetime mortgages may be for you, this is a great way of borrowing money when you need it, still secured against your home.
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Mortgages
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Re-mortgages
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Product Change
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Buildings insurance
MORTGAGES & LIFETIME MORTGAGES
BOOK AN INITIAL CONSULTATION
One of our tax planners will be in touch at a convenient time, either over the phone or at your home, workplace or at our office.
You will be able to ask any questions you have and find out more about structuring your tax plan.
Your consultation will be at our cost and there is no obligation to work with us afterwards.
FUNERAL PLANS
A prepaid funeral plan is the easy way to arrange and pay for your funeral in advance. This protects your loved ones against increasing and unexpected funeral costs, whilst still making sure all of your wishes are met.
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Bespoke Wishes
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Monthly payment plans
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Pre arranged funeral plan
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Personal Messages
This is a very sad and emotional time for families as well as having to come to terms with their loss we aim to provide the emotional support and advice to ensure the administration of the estate is as stress free as possible.
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We are aware this can be a huge burden on the friend or family member and or members who have been given this task.
Our probate experts will be able to guide you through the work involved or simply instruct us.
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Probate can be a complicated process and vitally important it is completed correctly. We can ensure this is the case and peace of mind for you and the family.
