Retirement planning, investment planning, mortgages , protection arrangements, tax planning.
We will provide an initial consultation to gather information regarding your current circumstances and identify your financial objectives to see how you could benefit from our advice.
We will then provide further research and recommendations to assist you in meeting your objectives at an agreed cost.
We look to create long term relationships with our customers and provide ongoing review services to continue to re-assess strategies as your circumstances may adjust, or markets, products and legislations evolve.
We provide financial advice in Northampton and nationally to both individual clients and corporate clients.
|Address||Burlington House, 369 Wellingborough Road|
|Phone Number||01604 420222|
Products & Services
Financial protection against an accident, illness or death should be a top priority. Whether it is to provide a lump sum or income to clear loans, for your dependents or to provide continued income if unable to work.
We can advise you on all areas of financial protection and will establish and prioritise your needs and shortfalls to put a plan together.
We can help you achieve a secure fund for your retirement and can advise you on the products and options to get you there.
If you have existing arrangements we can review them to check they are appropriate for you and look at performance, charges and risk comapred to alternative options available. We are able to advise you on all types of pensions both pre and post retirement including Personal Pensions, Company Pensions, Final Salary Arrangements, Annuities and Drawdown.
We can advise you on your mortgage requirements whether it is a new purchase, remortgage, raising additional funds or buy to let.
Mortgages can be complex and with changes in legislation it is sometimes hard for you to find the right lender and there could be hidden charges or penalties. We have access to the whole of market and can therefore find the best lender and deal for your circumstances. We will consider all product options, charges, tie-ins, etc and advise you accordingly.
We will also give you advice on the necessary protection and insurances you may need associated with your mortgage.
Planning financial security is often described as a journey. There is a starting point and a destination and, like a journey there are usually stops and deviations along the way. We offer investment advice services to assist our customers through their various life stages, whether it's saving towards your children's future, or reviewing an existing investment portfolio with the aim of providing a secure retirement.
We will fully assess your needs and requirements and attitude to risk and recommend investment products and portfolios that meet your needs. We will consider your individual circumstances and any tax considerations.