Controlling your finances is becoming more complex as time goes on, so the role of the financial adviser is becoming increasingly important. During the past decades my reputation with customers has grown through mutual trust and respect. They realise the importance of needing to provide more for themselves and their families, for the future, in an affordable manner, so that they can still enjoy themselves in the present.Their money is hard earned and when things go wrong or the work stops, no longer can they rely on the welfare state to provide the quality of life which they expect through their lifetime.
Services
What is Equity Release? Equity Release provides home-owners over the age of 55 with the facility to release money from their home, which they live in as their main residence to supplement their income without necessarily having to make any monthly repayments. I'm interested in Equity Release; what do I do next?
You might want to consider protecting your income in case of ill health - particularly if you run your own business. How would you meet your mortgage costs if unable to work due to an accident, sickness or unemployment. If you are in employment, how long would your employer pay you in the event of long-term ill health?
You may be wanting to invest your savings, save in a pension or decide on the right retirement plan. We can provide the right advice at the right time! Whatever your requirements we are able to offer the right help on various types of investments from Unit Trusts, Bonds and ISAs. As an Adviser our job is to help you achieve your ambitions.
Reviews (2)
Lola Sigeda
Sep 19, 2021
AVOID AVOID AVOID He caused unnecessary delays then blamed everyone else for this. Unsympathetic. Constantly have to chase him to get things down or for an update. He sent the requested important documents way too late and in the end cost me money. Complained and he took 8 weeks to write a patronising response. Completely incompetent at his job.
Dean OMeara
Mar 18, 2017
