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Personal & Business Finance

Our qualified independent financial advisers can help you plan for yours and your family's financial future.

We can offer a range of services including, but not limited to;

  • Retirement Planning – Funding for retirement
  • Buying an Annuity
  • Life Insurance
  • Inheritance Tax Planning
  • Mortgages – Personal and Commercial
  • Income Protection
  • Thinking about taking a loan out? Why not get in touch to see what we can do for you? We may be able to get those rates down and ensure you don't have to pay back more than necessary.

    Commercial Finance

    Whether yours is a new or a mature business, ensuring that you have the necessary finance is essential for achieving your objectives. One of the most common causes of business failure is badly structured or inadequate financing.

    We can help you:

  • Conduct a feasibility study of your projects
  • Help decide on the most suitable sources of finance
  • Help prepare the necessary business plan, forecasts, prospectuses, etc.
  • Present your proposals to your chosen finance source
  • Arrange a disposal, merger/acquisition, or management buyout/in
  • Our expertise and contacts will help you open doors that may otherwise have remained closed for you.

    Mortgage Consulting

    Mortgage reviews & equity release planning. Have you got the package right for you?

    Life Insurance

    Do you know the ins and outs of your policy? Is it still relevant to you?

    Finance Services

    We can offer a tailored package for either personal or commercial for all your needs