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Mortgages
Are you paying too much for your mortgage, have you been refused a mortgage? Let me help!
As a fully qualified independent financial adviser I can specialize in all types of mortgages from the whole market place. This includes first time buyers, remortgages, capital raising, buy to let investors, self certification, poor credit, right to buy, let to buy. My first consultation is completely free to analyse your situation and help you. Another of my specialized areas is commercial mortgages for business client
Investments
Are you making your money work hard and taking full advantage of your tax allowances? Let me help!
With many years of experience I can guide clients on all aspects of independent investment advice. This includes areas such as setting up investment portfolios for capital growth or income. Utilising all different investment from individual saving accounts (ISA’s), unit trusts, investment bonds, investment trusts to give clients the best possible tax efficient portfolio and management portfolios in the future.
Inheritance tax Planning & Long Term Care Planning
Have you sorted out your full estate protecting it from the tax man? Let me help!
As families come towards retirement my specialised knowledge can help guide people in these areas. I can offer full advice on setting up various types of investments and trusts to protect family assets and sort out any inheritance tax problems. I can also look at retired clients estates giving full independent financial advice to protect against long term care issues.
Protection
Could your family survive financially without your help? Let me help!
As an independent adviser I can give full advice on all areas of protection such as mortgage protection, life cover, income protection, critical illness, business protection, key man insurance, specialised protection such as wealth preservation plans for inheritance tax planning.
Retirement Planning
Let me help to sort your full retirement planning to make sure you have the income you need to create a quality lifestyle in the most important years of your life. The specialised areas include advice on all types of pensions.
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