We take a holistic approach when advising on a wide range of mortgages and all your financial needs. When considering taking on that mortgage, which will probably be the largest financial commitment you ever make and that will provide shelter for you and your family, then it is vital that you protect that investment you will be working hard to maintain in the years ahead.
As no one can predict the future, we would recommend that you consider the following questions:
- Retirement Planning
- Estate Planning
- Long Term Care
- Funeral Plans
If your requirements fall outside our area of expertise we will be happy to introduce you to the appropriate professional to ensure you get the very best advice from a specialist in that field.
Looking for something else?
As you know a mortgage is likely to be the single largest commitment you are every likely to make.Whether you are a first time buyer, looking to move, re-mortgaging your current property or want to become an investor in the Buy to let market, we can guide you accordingly.
Equity release is a “Tax Free” way of “unlocking” or “releasing” capital tied up in the property you own and live in, these funds can be used as you wish. Learn more about what Equity Release is and why you may need it.
Many retirees are finding themselves unable to maintain the lifestyle they wish to as they simply don’t have the funds to do so. Equity Release may be an option to help provide and income for the over 55’s.