Our Services

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Disappointed with the continuing low interest rates offered? Looking to discuss alternatives, or requiring advice on existing investments? With an ever changing economy, property values and stock markets it is important any investments are reviewed on a regular basis to ensure they are still suitable for your needs and invested in the correct way. We can do this for you at a face to face meeting. ******The value of investments can fall as well as rise. You may get back less than you invested.*****


When was your pension last reviewed face to face? Are you looking to retire now? Look to get quality advice to review, start a new plans or general planning information on this complicated area. Pension legislation is constantly changing, can you be sure you have maximised your contributions and protected existing contributions. Don't lose valuable allowances. Call now to arrange an initial chat. *****The value of pensions can fall as well as rise. You may get back less than you invested.*****


Moving house, buying your first home or looking for a better rate on your existing mortgage. With Interest rates at an historical low, it could be a good time to take advantage of this. We offer mortgage advice on a whole of market approach offering exclusive deals that are not available on the high street. We can complete all the paperwork for you and liaise with the lender to try and get the best outcome for you. *****Your home may be repossessed if you do not keep up repayments on your mortgage.*****

Long Term Care

Long term care specialist advice provided for funding care fees. Accredited Later Life Adviser, a member of the Society of Later Life Advisers (SOLLA).


Protect you and your family against the impact of the unexpected. Protect your financial future in the event of illness, accident or death. There are many things to consider when looking to protect your family and your home. Inheritance tax and capital gains tax, illness and loss of income (to name but a few) need to be considered in an effective protection planning strategy. Inheritance tax planning is not regulated by the FCA.

Equity Release

Are you finding yourself with lower than expected pension income? There are ways to improve your income, even if you do not have savings, so you can enjoy your hard earned retirement. There are two main types of equity release – lifetime mortgages and home reversion plans. Advice available to release money from your property to help you enjoy life. With property values increasing over the years, why not use some of this value to improve your lifestyle.