Financial Planning is a complex subject. Setting strategies, understanding the jargon, knowing how all of the differing products work, how they interact with each other and the long term implications such as taxation and potential changes in legislation, is a full time job and this is the reason that companies such as ourselves exist in today's world.
The Financial Services Authority does not regulate taxation advice.
We aim to provide professional financial advice to all of our clients, old or new. We offer a personalised service, and focus on wide ranging aspects of our clients' financial situation. We seek to establish long term client relationships, as we already do with so many, and aim to offer an easily understandable, plain speaking service to our clients. We believe that it is this that enables our clients to achieve, and in some cases surpass, their financial goals.
Being independent means that we are not tied to any one Company (or Mortgage Provider) and therefore the advice we provide is totally unbiased. Only after we have discussed your objectives will we then research the entire UK market place on your behalf.
Listed on the products page are all of the products that we offer advice on to you, our potential client, and the benefits that could affect your needs.
Your home may be repossessed if you do not keep up repayments on your mortgage
There will be a fee for mortgage advice. The precise amount will depend upon your circumstances, but we estimate it will be £299. You have the option to pay us a fee and receive any commission which we are paid by the lender. If you choose this option, we estimate that the fee will be £999.