We can advise you on:
- Investment Planning
- Retirement Planning
- Tax Planning
- Personal and Financial Protection
- Long Term Care
- Education Planning
- Inheritance Tax and Trust Planning
Our role is to ensure you meet - and maintain - your financial objectives and also to ensure that we put in place only what suits you as an individual; not only for the present, but also for the future.
Treating Customers Fairly (TCF) is at the heart of our culture. If you would like to see a .pdf copy of our TCF charter please click here or, if you prefer, we will post or email you a copy.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For mortgages we can be paid by commission and/or a fee of usually £500.
The FSA do not regulate some buy-to-let mortgages.