landscapeworkers

SAVING FOR

RETIREMENT

city-scapehousecouple

BUYING YOUR

HOME

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PROTECTING

YOUR FAMILY

city-scapesaving

INVESTING FOR

THE FUTURE

Thinking about securing your future?

Whether you’re just starting out, looking to build on your existing assets or are financing your post-retirement lifestyle, we’re here to help. Our service areas are designed to offer great flexibility, so that you can find the perfect fit.



At Retirement

More options. Bigger decisions. We’re here to guide you.

How this service can help you

  • 01 defining your position

    Everyone is different so taking stock of all of your assets is a really important part of preparing for this new phase of your life. We’ll assess how your wealth can best be used to provide for your retirement.

  • 02 helping you decide

    Do I want a lump sum? Is income a priority? Can I keep saving? Is a guaranteed amount of money more important? Do I want to retire? We’ll discuss consequences, alternatives and outcomes with you to make sure you’re making the right choices.

  • 03 making it happen

    We’ll search for, identify, agree and implement the right type of plan to accommodate the choices you’ve made. Then we’ll take care of the paperwork and keep an eye on progress on your behalf.

  • 04 building in flexibility

    We know that things change, so we won’t walk away once we have set up your retirement pathway. Our aim is to review your situation regularly so that you can react positively to change.

Mortgages

Buying. Borrowing. Improving. Let us do the legwork in finding you a great deal.

How this service can help you

  • 01 buying a property

    Whether you are buying a home, a property to let out, or looking to buy a commercial premises, our mortgage team are here to guide you from start to finish.

  • 02 raising capital

    Using the value of your property is one way to raise capital. We can help you to fund improvements to, and also expansion of your property.

  • 03 getting a better deal

    We have access to the whole of the market, so providing our clients with choice is what our service is all about. Additionally, we have access to mortgage deals not available on the high street.

  • 04 we’ll do the work

    We’ll find the perfect deal. After that we’ll do all the paperwork and also work closely with your property professionals. We’ll be by your side right through the process. Once the keys are in your hand, we’ll still keep on working for you through regular reviews.