50-52 Bargates
United Kingdom
BH23 1QL
Tel: 0845 229 2525
Fax: 01202 470204
A free consultation, without obligation!
There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.
We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.
Specialist advice
In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.
Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.
We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide and details of who you should contact.
Independent Advice from the whole of market
When you need specialist independent mortgage advice our specialists can access the whole of market and up to the minute deals
Mortgages
Purchases
First time buyer service
100% mortgages
Mortgages for the Self employed
Fixed rate mortgages, variable, tracker, or discounted rates
Flexible repayment schemes
Shared ownership
Buy to let
Re-Mortgages
Rising rates
You may benefit by reviewing your existing mortgage to fix the rates
Capital raise for any purpose;
Debt consolidation,
Home improvements
New car
Holiday of a lifetime
Holiday home
Buy to Let re-mortgage
Help your children get on the property ladder
All types of mortgages
Fixed rate re-mortgage, variable, tracker, discounted rates
Flexible repayment schemes
100% mortgages
We also have specialists if you are self employed
