Sound financial advice

Whatever your aspirations our team of friendly advisers is here to help you with your financial planning.

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We are committed to provide an exceptional customer experience, from the moment you first contact us until your mortgage completes.

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Equity release

Through equity release you could use your home to boost your income, or maybe to receive a cash sum, without the worry of regular repayments.

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We can help with financial solutions to protect your loved ones, or your business, if something were to happen to you.

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Investment planning

Growing your investments is potentially a complex area. We believe in choosing the right path is dependent on YOUR aims, aspirations and time horizons.

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Funding your retirement

Could you survive on a State Pension of £102.15 a week when you retire? If not, you need to look at funding your retirement before it is too late.

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Choices at your retirement

The choices available to you when you near your date of retirement are greater than ever. We can help you get the most out of your pension pot.

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Workplace pension reform

As an employer, are you up to speed with the changes to pension provisions in the work place? We are here to advise you on NEST and QWERPS.

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Inheritance tax planning

If your assets are worth more than £325,000, 40% of your estate may go to the tax man when you die. With careful planning you can lower this amount.

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Sound financial advice Mortgages Equity Release Protection Investment planning Funding your retirement Choices at your retirement Workplace pension reform Inheritance tax planning