Areas of Expertise

Savings & Investments

Whether it’s your existing holdings or you wish to discuss something new, we can guide you through your options and be with you every step of the way.

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Retirement Planning

Maintaining your existing standard of living in retirement is most peoples goal. Whether you are yet to start planning, have some plans in place or retirement is fast approaching, we can offer suitable advice individual to you.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation

Protection

Ensuring you and your family are fully protected is essential to help you plan for the unexpected. We can help identify which areas need addressing and give you advice tailored to your circumstances.

Mortgages

We can help you find a mortgage and are able to give guidance to first time buyers or those that are moving, as well as advice on buy to let and commercial mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website here (opens in a new tab)
Networks complaints