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Our Services

We provide a range of products and services, in mortgages and loans, insurance and wealth management – from helping your money grow, to making sure your financial security is protected.

Download our service proposition to see how we work with you following an initial consultation, to prepare, implement and review your plan.

Download our investment approach explained to find out how we will support you to help you achieve your investment goals.

General Insurance

We can help you solve all your insurance needs from standard policies for buildings and content insurance, to non-standard policies for underpinned houses.

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Mortgages and loans

Our brokers are independent from any lenders, and offer a whole range of mortgage and advice on loans from residential, buy-to-let mortgages, to bridging and development finance loans.

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Life Insurance

We help you prepare for the worst eventuality by arranging cover, from life assurance to critical illness, to give you the security that you and your family are provided for.

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Whether it’s choosing the best plan for you, setting up a new fund, taking out a company pension scheme for your employees, or improving your existing fund, we can help you.

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Savings and Investments

We know how important savings and investments are to for you to achieve your goals, whether it’s saving up a lump sum for a future event, or growing an inheritance you’ve just received.

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Tax Planning

As financial advisers we have a thorough understanding of both legal and tax aspects of your personal finances. Working closely with accountants we add value.

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