INDEPENDENT FINANCIAL SERVICES
CALL US ON 01303 267864
MORTGAGES | INVESTMENTS | RETIREMENT PLANNING | ESTATE PLANNING | INSURANCE
Our aim is clear, to put our clients at the heart of everything we do. We offer a personalised service which is clear, jargon free and we are here to guide you through all aspects of financial planning. We are proud to be independent and have no bias to any provider or product. Contact us today to enquire how we can help.
Our initial consultation is free and at a place that suits you
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Ensuring you and your family are fully protected is essential to help you plan for the unexpected. We can help identify which areas need addressing and give you advice tailored to your circumstances. The plan will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse. The policy may not cover all definitions of a critical illness. For definitions of illnesses covered please refer to the Key Features and Policy Documents.
Maintaining your existing standard of living in retirement is most peoples goal. Whether you are yet to start planning, have some plans in place or retirement is fast approaching, we can offer suitable advice individual to you. The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Whether it’s your existing holdings or you wish to discuss something new, we can guide you through your options and be with you every step of the way. The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.
We can help you find a mortgage and are able to give guidance to first time buyers or those that are moving, as well as advice on buy to let and commercial mortgages. Some forms of buy to let mortgages and commercial lending are not regulated by the Financial Conduct Authority. Your home may be repossessed if you do not keep up repayments on your mortgage.
“Della has been helping me with all my financial needs, for the past few years. She is always happy to help, I have recommended her to numerous family and friends. I wouldn’t go anywhere else for financial advise.”
Andrew Hartill & Heidi Adair