Mortgages, equity release and commercial borrowing

We’re affiliated to a number of independent professionals who can provide advice on mortgages, equity release schemes and commercial loans. These are complex products, so if you’re considering any of them, please contact us first.

I have always found Liam to be extremely professional, supportive and an excellent communicator. His advice is helpful and pragmatic and is always sympathetic to changing personal circumstances. Overall, an excellent Financial Advisor who I would highly recommend. C.E.

Case Study: Investment Management & Retirement Planning

When I first met Sheila she had numerous investments, savings and pension plans spread across a wide range of financial institutions. The portfolio was proving hard to keep track of ... READ MORE


Case Study: Options at Retirement

Alan approached me for advice regarding his pension fund, built up through Legal & General. Being independent, we could consider the full range of products available from the ... READ MORE


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