Home and Family

Protecting your family

As Financial Planners, our job is to try to ensure that you and your loved ones have enough income to have a good standard of living now, and into retirement, and that you can have peace of mind that your family will be provided for should an unexpected or unwanted life event happen.

Should events such as illness, redundancy, accident, or bereavement occur, planning can ensure that the right money goes to the right people at the right time.

The right protection plan can protect your family’s lifestyle if your income suddenly changes due to death or illness.

Mortgages and Equity Release

We have access to experts who research the whole of the market, including lenders that only offer products direct through their branches, as well as exclusive offers only available via intermediaries like ourselves. We can save a huge amount of shoe leather, and internet clicking by our specialists doing this job for you.

The service doesn’t end at the recommendation – once the right mortgage has been found for you, we can administer the whole application, liaising with your solicitors, and accountants and even the estate agent, while keeping you updated throughout the process.

We can also make sure you aren’t paying too much money on your current loan deal unnecessarily when compared to the current market.