20 Nethercote Avenue
For a friendly,professional approach to your mortgage,retirement planning,savings & investments,life cover and home insurance requirements, contact the above telephone number or email address to arrange your free initial interview.
I have been in the industry for 25 years and have a wealth of experience,knowledge and contacts all of which are available to my clients.
Financial Planning is a complex subject, setting strategies, deciphering the jargon, knowing how different products work, how products interact with each other and the long term implications such as taxation and potential changes in legislation, is a full time job and is exactly why there are full time advisers such as ourselves.
To provide strategic financial advice. Ours is a personalised service that adopts a holistic approach by focusing on all aspects of your finances. We seek to establish long term client relationships and to provide a straight forward plain English financial planning service.
We are focussed toward long term client relationships as we believe that this is the most effective way for clients to achieve their financial goals.
Why choose an Independent Adviser?
Being independent means that we are not tied to any one Company (or Mortgage Lender) and therefore the advice we provide is totally unbiased. Only after discussing your objectives will we research the entire UK market place on your behalf.
These are the areas of your financial planning that I will be able to help you with:
Pensions - Planning your retirement and the level of income required.
New or existing pension plan.
Retirement options such as annuities
Executive pension plans
Self invested personal pensions
Small self administered schemes
Investments – Making best use of your capital & surplus income.
Expert investment advice
Unit trusts, individual savings accounts (ISA) and OEICs
Inheritance & capital gains tax*
Protection – Ensuring you have appropriate cover for you and your family.
Critical illness protection
Income protection insurance
Property - Advising on mortgages and repayment strategies
Guidance on the best mortgage deal for you
Buy to let mortgages
Equity release schemes
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