SERVICES

What we can do for you

MORTGAGES

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We can find the right mortgage for you and our experienced advisers will make the process as seamless as possible. Whether you need a mortgage for your first purchase, a remortgage or a buy to let mortgage, we can help. And through our trusted partners, we can help with bridging loans and commercial finance.

 

PROTECTION FOR YOU

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Financial protection can offer you peace of mind. We can arrange critical illness cover, income protection and life cover so you’re financially prepared for all scenarios. Our experienced advisers will take your personal circumstances into consideration and source the right type of protection to suit you and your family. 

PROTECTING YOUR BUSINESS

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If you’re a business owner, it’s important to think about what would happen to your company if you or a colleague passed away. Without protection in place, surviving directors could lose control of the business, leaving the company exposed to financial problems. Through our trusted partners, we offer business protection.

 

WILLS AND TRUSTS

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Making a will doesn’t need to be a taboo topic – it can be dealt with quickly and effectively and is a good way to ensure that your loved ones are protected in the best possible way. Through our trusted partners, we can help you make a will and also advise you on Lasting Power of Attorney and trusts. 

EQUITY RELEASE

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Equity release can be an effective way to release equity from your property to use as you wish. You can use the funds to remain in your home rather than having to sell and downsize, to fund a more active retirement or gift some money to your children. Our experts can offer advice on whether it’s right for you. 

FINANCIAL WORKSHOPS

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A happy workforce is a productive one, yet anxiety over financial worries is a huge challenge for many employees. We offer free financial workshops to businesses, providing one-to-one mortgage clinics to your staff to enhance their wellbeing. The end result is a happier team that feels valued and supported by its employer.