Individuals

We advise on all aspects of personal finance including Mortgages, Life & Critical Illness Cover and Income Protection, Pensions and Retirement Planning, Investments, Savings, Equity Release and Inheritance Tax mitigation.

Initially, we offer a free consultation, of up to half an hour in length, to consider your individual circumstances. Our consultation offer is made without any obligation on you to take the service further.

We can meet with you in our offices, at your office, at your home, or we can arrange a private meeting local to you.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors might not get back the full amount invested.

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

There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £750

Equity Release: This is a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.