We provide advice on the following areas:


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Whether you have a pension or would like to start a pension it is vitally important to obtain the right retirement financial planning advice as early as possible.

  • Stakeholder pensions
  • Individual Personal Pensions
  • Options at retirement
  • Transferring current or old pension plans
  • Moving old company pension schemes
  • Company/Group pension schemes
  • General Pension advice


**The value of the investment can go down as well as up and you may not get back as much as you put in.


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You may wish to protect your family in the event of ill health or death; we are able to offer adequate cover to meet this requirement.

  • Family protection
  • Mortgage Protection
  • Protection in Trust
  • Life cover for a given term
  • Critical illness cover
  • Whole of life plans
  • Business protection


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Do you ever wonder how long your employer would pay your income in the event of illness? Income Protection ensures that you have enough income in the event of not been able to work through accident, sickness, and/or ill health.

  • Income Protection
  • Private medical cover
  • Accident, sickness & unemployment cover
  • Illness or accident protection
  • Protection of mortgage payments

**There are other products available designed to protect you against loss of income.  For impartial information about insurance. please visit the website at


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Do you need to release cash from your property? If so contact us to discuss your personal requirements.

*This is an equity release mortgage, to understand the features and risks ask for a personal illustration.


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Do you have existing investments where you aren’t sure of there returns or do you have an objective which you aren’t sure whether you are on track to achieve?

Perhaps you have funds which you would like investing, we are able to offer a range of investment options such as Investment Bonds, ISA’s consistent with your attitude to risk rating.

Past performance is not necessarily a guide to future performance.

  • Investing lump sums
  • Inheritance Tax Planning
  • Planning for Long Term Care
  • Tax efficient investments
  • Investing for growth or for income
  • Monthly savings
  • ISA’s
  • Saving for retirement
  • Savings for Children
  • Saving for a specific need

*The value of the investment can go down as well as up and you may not get back as much as you put in.


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If you are looking to purchase your first home, reduce your existing monthly repayments, pay off you mortgage early, raise cash for home improvements or to pay off debt or even buy a property to let out we are able to assist and advise you from start to finish. We have access to a wide range of lenders offering independent mortgages to suit you.

Your home may be repossessed if you do not keep up repayments on your mortgage.

    • First time Buyers
    • Remortgages
    • Capital raising
    • Debt Consolidation
    • Buy To Let*

*Some buy to let mortgages are not regulated by the FCA.

We can charge a fee of £495.00 and we are also paid a commission from the lender, alternatively you could receive the commission from the lenders and pay us a fee of an estimated £995.00.  We will agree this fee with you prior to any work being carried out.


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Have to you thought about your income if you were to loose your job? To discuss in full details please contact us.


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Do you have sufficient cover in place to protect your property and/or contents? We have access to a range of insurance providers where insurance can be arranged quickly and easily.


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Are you concerned about potential tax liability in the event of your death or perhaps what would happen if you needed long term health care?


**Estate planning is not regulated by the FCA.