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About Us

John Goddard - Director/Financial Planner
Richard Whittington – Director/Financial Planner
Steve Shutt – Mortgage Planner
Simon Taylor – Mortgage Planner

Our Services

Mortgage Advice

Capital raising
Residential mortgages
Buy to let
Business finance
Equity release

There will be a fee for mortgage advice. The precise amount will depend on your circumstances, but we estimate it will be £399. You have the option to pay us a fee and receive any commission that we are paid by the lender. If you choose this option, we estimate that the fee will be £1,000.
Your home or property may be repossessed if you do not keep up repayments on your mortgage.

Home reversion plans and lifetime mortgages are complex products. To understand the features and risks, ask for a personalised illustration.

Investment Advice and Solutions

Considering the risk/reward
Choosing the most appropriate investment strategy
Utilising available taxation advantages and allowances
Reviewing existing investments
Lump sum investments and regular savings

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

Protection

Life assurance
Critical illness cover
Income protection
Accident and sickness cover
Keyman cover for companies

Pensions

Retirement planning
Individual pensions
Group pension schemes for companies
Pension schemes for company directors
Options on retirement

Financial Planning Advice

Tax planning for future events
Retirement planning
Planning for education fees

The Financial Services Authority does not regulate taxation, trust advice and will writing, school fees planning and some aspects of buy-to-let arrangements and business finance.

The value of investments can go down as well as up and you may not get back the full amount invested.