• Financial advisers & Mortgages brokers

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Mortgage Brokers

As whole of market brokers, we can advise on the best mortgage scheme to fit your circumstances. We are also able to help when you are having problems meeting lenders complicated, and sometimes baffling, underwriting requirements.

Pensions & Investment

We will help you take control of your savings and investments. To make sure that your investments have the right level of risk for your individual circumstances. We can also help you plan for future needs, in particular to endure that you will have sufficient income in retirement.

Auto-enrolment - For employers of all sizes

We have spent a lot time studying and understanding the new work place pensions rules. We can advise on the best way forward, and project manage the entire process so you get on what you do best.

Annuities - income in retirement

If you are coming up to retirement and thinking of taking an income, you should never just accept what you are being offered by your existing provider. Our whole of market annuity solution means that we can obtain the best possible deal for your money. You should also consider whether the best thing is to take a permanent annuity at all in the current financial climate. There are other ways of taking your pension that don't involve a total commitment of such as drawdown, and fixed term annuities.

Lifetime mortgages - Equity release

As full qualified lifetime mortgage advisers we can explain all the options that are available.