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  • Our Services
    • Financial Planning
      • Introduction to Financial Planning

      Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.

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    • Mortgages
      • Introduction To Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy to Let
      • Self Build Mortgages

      Mortgages

      Whether you are a first time buyer, looking to re-mortgage your home, or increase your investment portfolio, we will ensure our service is tailored to precisely what you’re looking for.

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    • Pensions
      • Introduction to Pensions
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • SSAS
      • SIPP
      • Executive Pension Plan
      • State Pension
      • Annuities
      • Stakeholder
      • Personal

      Pensions

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

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    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Lasting Power of Attorney
      • Trust Information
      • Wills

      Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    • Taxation
      • Introduction to Taxation
      • Capital Gains Tax
      • Income Tax
      • Inheritance Tax

      Taxation

      Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.

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      Give us a call on 0800 298 0143 or drop us a message!

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    • Savings & Investments
      • Introduction to Savings & Investments
      • Unit Trusts
      • Collectives
      • Equities
      • With-profits
      • Fixed Interest Investments
      • Capital Investment Bonds
      • National Savings Products
      • ISAs
      • Junior ISAs
      • Lifetime ISA
      • OEICs
      • Investment Trusts
      • Offshore Collectives

      Savings & Investments

      There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money - savings - that can be used, for example, to make a large purchase.

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    • Life Assurance
      • Introduction to Life Assurance
      • Investment Linked
      • Whole of Life
      • Family Income Benefit

      Life Assurance

      The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

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      Give us a call on 0800 298 0143 or drop us a message!

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    • Health Insurance
      • Introduction to Health Insurance
      • Private Medical
      • Critical Illness
      • Income Protection

      Health Insurance

      Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.

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      Give us a call on 0800 298 0143 or drop us a message!

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    • General Insurance
      • Introduction to General Insurance
      • Redundancy / Unemployment
      • ASU

      General Insurance

      General insurance is important for your peace of mind. It enables you to minimise the effects of unexpected and often unwelcome future events, and helps you to organise your personal and business life with greater confidence.

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      Give us a call on 0800 298 0143 or drop us a message!

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    • Equity Release
      • Introduction to Equity Release
      • Drawdown Lifetime Mortgage
      • Home Reversion Plan
      • Lifetime Mortgage
      • Home Income Plan
      • Types of Equity Release
      • Costs

      Equity Release

      Equity release is typically available to people who are over the age of 55 and have their own home with a significant amount of equity, but don’t have enough money or income for their needs.

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      Give us a call on 0800 298 0143 or drop us a message!

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  • Financial Articles
    • Why Mortgage Advice Is Important
    • 5 ways financial planning advice can help you
    • Finding the right saving and investing plan
    • Why getting pension advice is so important
  • Online Services
    • Research Links
    • Comparison Links
  • Testimonials
  • Contact Us
  • Main Menu

  • Home
  • Our Company
    • About Us
    • How We Are Paid
    • How We Work
    • Treating Customers Fairly
    • Privacy Policy
  • Our Services
    • Financial Planning
      • Introduction to Financial Planning
    • Mortgages
      • Introduction To Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy to Let
      • Self Build Mortgages
    • Pensions
      • Introduction to Pensions
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • SSAS
      • SIPP
      • Executive Pension Plan
      • State Pension
      • Annuities
      • Stakeholder
      • Personal
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Lasting Power of Attorney
      • Trust Information
      • Wills
    • Taxation
      • Introduction to Taxation
      • Capital Gains Tax
      • Income Tax
      • Inheritance Tax
    • Savings & Investments
      • Introduction to Savings & Investments
      • Unit Trusts
      • Collectives
      • Equities
      • With-profits
      • Fixed Interest Investments
      • Capital Investment Bonds
      • National Savings Products
      • ISAs
      • Junior ISAs
      • Lifetime ISA
      • OEICs
      • Investment Trusts
      • Offshore Collectives
    • Life Assurance
      • Introduction to Life Assurance
      • Investment Linked
      • Whole of Life
      • Family Income Benefit
    • Health Insurance
      • Introduction to Health Insurance
      • Private Medical
      • Critical Illness
      • Income Protection
    • General Insurance
      • Introduction to General Insurance
      • Redundancy / Unemployment
      • ASU
    • Equity Release
      • Introduction to Equity Release
      • Drawdown Lifetime Mortgage
      • Home Reversion Plan
      • Lifetime Mortgage
      • Home Income Plan
      • Types of Equity Release
      • Costs
  • Financial Articles
    • Why Mortgage Advice Is Important
    • 5 ways financial planning advice can help you
    • Finding the right saving and investing plan
    • Why getting pension advice is so important
  • Online Services
    • Research Links
    • Comparison Links
  • Testimonials
  • Contact Us

Give us a call on 0800 298 0143 or drop us a message

Contact Us Today

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