Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a different, yet professional service is essential in today's cluttered market. We strongly believe that we can offer the right service for you or your company, offering a wide range of different, yet effective solutions.

We believe that websites can't advise people on their financial futures, nor should they. When dealing with people's finances a personal touch is necessary, giving the chance to both identify and evaluate your own personal needs. I've never been someone who has taken much interest in financial investments, so when I inherited some money I wanted to make sure my inheritance would benefit me for the future.

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Services

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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.

Mortgages

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If you have any questions about our services as mortgage adviser please contact us and we will be in touch ASAP. Your home/property may be repossessed if you do not keep up repayments on your mortgage. Equity Release is a lifetime mortgage or home reversion scheme. To understand the features and risks, ask for a personalised illustration.

Wills

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All too often it is tempting to put off making your Will, mainly because it is a subject many would rather not contemplate, and some feel could tempt fate. After all, what is the point when your loved ones will inherit your estate anyway? The truth of the matter is that if you die intestate (without having made a Will) your estate will be distributed in accordance with the laws of intestacy, which may be very different to your own wishes.

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