Our Company specialises in face to face, quality, professional Independent Financial Advice that you can trust!
We offer a comprehensive financial planning service for all your investment and protection needs:
When do you want to retire and how much income will you need?
How much cash would your family need to maintain their current lifestyle if you die prematurely?
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
- Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?
Do you want to reduce your current monthly outgoings? Is your current mortgage deal coming to an end? Are you moving home? Are you thinking of buying a second / holiday home or investment property? Are you aged 55 or over and interested to know what opportunities there are for raising a lump sum or regular amount from the equity in your property.
Call us today on 01480 215210 or email us at [email protected] and we'll be pleased to help you.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
The value of the investment can go down as well as up and you may not get back as much as you put in.