Other areas

We also provide advice on many other aspects of financial advice such as................

Residential Mortgages
Purchase Re-Mortgage
Self Employed


Retirement Income
Stakeholders Pensions
Personal Pension Planning
Executive Pension Planning
Preserved Pension Evaluation 


Taxation Planning
Capital Gains Tax Planning
Inheritance Tax Planning 


Investment Planning
Lump Sum Investments
Guaranteed Investments
Regular Saving Schemes
School Fees Planning 

Protection
Life Insurance
Sickness and Accident
Income Protection
Private Medical Insurance
Critical Illness 


Business Advice
Key Personnel Protection
Partnership Protection




 

A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

For establishing your needs, undertaking research and making a recommendation, we charge a total fee of £395.00 with £195.00 paid upfront and £200.00 paid on completion. For more complex cases we charge a fee of £500.00 paid on completion. This will be agreed with you in advance. If you choose to proceed with our recommendation and the mortgage goes ahead, we will also be paid commission from the lender for arranging the mortgage on your behalf.

Tax treatment is based on individual circumstances and may be subject to change in the future.

TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. 

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