| About Us
We are a team of Independent Financial Advisers who have expertise in the areas of Pensions, Pensions & Divorce, Annuities, Retirement Options that include Income Drawdown, and Phased Drawdown, and Inheritance Tax Planning. We also have a mortgage team who can help you with a New Mortgage or a remortgage. Our website is completely Independent and will give you all the information you need, on all your Financial requirements. |
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Your home may be repossessed if you do not keep up repayments on your mortgage.
Our site is designed to make things easy to find, and we explain everything to you in simply language that everyone will understand. We do not use Financial jargon, and we hope you will gain something from your time on our site.
If there is anything we have not covered that you would like to know, please use our enquiry form to ask us your questions and we will send you our response.
You can choose how we are paid for mortgages that we arrange for you: pay a fee, usually 0.5% of the loan amount, or we can accept commission from the lender. We are happy to discuss this with you before you commit to the work being carried out.
Track Record
We have on average 15 years experience in the Financial Services Industry
We have Advisers who are AFPC Qualified, allowing us to advise you on all specialist areas of Pensions including Occupational Pension Transfers, Income Drawdown, Phased Retirement. We also have CEMAP qualified advisers to advise you on the right mortgage to suit your requirements.
We also have Specialist Annuity Advisers who can advise you on all aspects of your annuity purchase. We can give you guidance on all the various types of annuity available such as; Standard Annuity, With Profit Annuity, Impaired Life Annuity, Diabetes Annuity, Smoker Annuity, and Purchase Life Annuity.
We have professional connections with Accountants and Solicitors that we can recommend, if you need any further tax or legal requirements.
What you will find on our website?
We will only place business with the very best Financial Service Companies, who must have strong financial strength ratings from Standard and Poor's and Moody's, who are two of the top independent credit rating agencies. Some of the companies we deal with are shown below.
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Please take some time to look around our site. If you require any further information, or help, please feel free to contact us using the enquiry forms or email, and we will come back to you within 48 hours.
