What we can do for you
When it comes to your mortgage, 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.
Financial protection can offer you peace of mind so that you and your loved ones are protected if you were ill or injured and couldn’t work. We can arrange critical illness cover, income protection and life cover so you’re covered for all scenarios. Our experienced advisers will find the right protection for you and your family.
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 financially exposed. Through our trusted partners, we offer business protection.
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 as you would wish. Through our trusted partners, we can help you make a will and also advise you on Lasting Power of Attorney and trusts.
Equity release is a way to release equity from your property. You can use the funds to remain in your home rather than having to sell and downsize, to fund a more active retirement, take the holiday of a lifetime or gift some money to your children. We can offer advice on whether it’s right for you.
Anxiety over financial worries is a huge challenge for many employees. We offer financial coaching to businesses, providing one-to-one and group workshops for your staff to improve their mental wellbeing. The end result is a happier team that feels valued and supported by its employer.
Buying or selling a property is one of the most significant financial transactions you’re likely to make in your lifetime. If you’re a buyer, you’ll want to ensure you find the right location and home to suit your lifestyle, but it’s also crucial to ensure you have chosen a property that is structurally sound.