If you are looking for Independent Mortgage and Protection advisers in the South West and North West of England who will explain everything in plain English, then you have come to the right place.
Why Choose us?
We have a casual professional approach and are not your typical, stuffy team of advisers We dress casually, no pin-stripe suits and pointy shoes here. We don’t send you a meerkat doll in the post or give you free cinema tickets and 2 for 1 meal vouchers, but we will provide you with top quality advice whatever your circumstances. We are very serious about providing you with the best advice possible.
We come to you, whether that be at your home or office. All we ask for is a nice cuppa to get things started. We will save you time as we fill in all the paperwork for you and our advanced systems mean that paperwork is kept to an absolute minimum. We have a secure online portal that can store all of your documents so there is no need to go to the loft and blow the dust off that old cardboard box when you want to review things in a couple of years’ time. You can even access all your stuff on your mobile phone if you want to.
What can we do for You?
We provide Advice in all areas including:
• Buy to Let
• Equity Release (Lifetime Mortgage)
• Commercial Finance and Loans
• Life Assurance
• Income Protection
• Critical Illness Cover
• Wills & Estate Planning
• Planning for potential Sideways Disinheritance of your beneficiaries
• Long-Term Care Planning
• Probate & Estate Administration
• Trust planning
• Lasting Power of Attorney