financial planning slider

Call us today to discuss your requirements: 01425 471652

All services are arranged by introduction*

Financial planning*

Need to review or discuss your pension, savings, bonds or other investments options?  It’s important to get professional advice and help to plan for your future.

Equity release*

If you are over the age of 55, you can release the cash that is tied up in your property as part of a lump sum or in smaller increments.

Private medical insurance*

Whether you want healthcare for yourself, for your family or your children, we can refer you to the right people so that you will be well looked after if you fall ill.

financial planning couple

Secured loans*

This type of loan is when you put up your home as security for a debt. That means that if you default on the loan, you may need to sell your house to pay back the debt.


Conveyancing involves the legal transfer of property from one person – a seller – to another – a buyer.

Will writing*

Your will allows you to decide what happens to your property, money, possessions and assets after your death. The law decides how your estate should be split up if you do not make a will, while you can also ensure that you don’t pay more inheritance tax than you need to by making a will.

Homebuyers reports & structural surveys*

You will want to take expert advice when buying a house to check there are no problems with it that you may be unaware of. Only a surveyor is trained to identify issues with a property but not all surveys are the same so we can help you find the search that you need.