Our Key Areas of Business

  • Retirement planning
  • Pensions and pension transfers
  • Income drawdown pensions and Alternatively Secured Pensions
  • Investments and savings advice
  • Personal Injury Awards Investment
  • Damages/Court Settlements investment
  • IHT planning and advice 3
  • School fees planning
  • Life insurance and critical illness insurance
  • Long term care planning and advice
  • Independent Mortgage advice - new mortgages and remortgages 1
  • Equity Release & Lifetime mortgages 2
  • Commercial mortgages 3
  • Buy to Let and Right to Buy 3

There may be a charge for mortgage advice. The precise amount will depend on your circumstances. However we estimate it will be £300

This is a lifetime mortgage. To understand the features and risks ask for a personalised illustration

Your home may be reposessed if you do not keep up repayments on your mortgage

Not all Commercial, Buy to Let mortgages and IHT Planning are regulated by the Financial Services Authority