We offer advice on a range of different mortgages, from buying a house to buy-to-let, or equity release to re-mortgaging - whatever your requirement, we can help. We're here to help recommend the appropriate level of cover and implement policies to provide peace of mind for you and your family, tailoring plans to suit your needs and preferences.
We can advise on your investments, no matter your levels of experience. We will take into account the tax-efficiency of our recommendations and ensure we address your needs and aspirations. We can advise you on the most appropriate route for your retirement planning and consider any benefits you may already hold.
We can advise on your investments, no matter your levels of experience. We will take into account the tax-efficiency of our recommendations and ensure we address your needs and aspirations. We can advise you on the most appropriate route for your retirement planning and consider any benefits you may already hold.
Services
About Us
Report
We understand the importance of helping our clients look after their finances, not only now, but throughout their careers and beyond. Kenny has a wealth of experience in the financial services industry, leaving school to take up a post at Bank of Scotland before spending four years as an adviser at the Prudential.
Mortgages
Report
If you're buying a home, we will search the market for the most suitable mortgage deal for you. We're here to source the most appropriate solution and make the process as stress-free as possible! If you're looking to buy a property to rent out, it can be a complex area which we will be able to simplify, guiding you towards the most suitable outcome.
Protection
Report
Our team will work with you to assess your circumstances and determine the areas that should be considered before presenting qualified recommendations. This is cover that pays out on death. The amount of cover can remain the same, increase or decrease. It can serve many purposes such as protecting a mortgage or protecting a family against premature death.
Investments
Report
We provide a professional, qualified service ensuring that our clients are presented with investment opportunities available which are suited to their individual requirements. An ISA is a tax-efficient vehicle which can hold savings in cash, stocks and shares, or a combination of the two, up to a specified annual limit.
Pensions
Report
We will work with you to define your retirement goals - ensuring the best method and timing for you. A personal pension plan helps you save money for retirement and is available to any UK resident under the age of 75. Contributions to a personal pension attract tax relief at your marginal rate. A stakeholder pension is a type of personal pension plan designed to provide an optional lump sum and income in retirement.
Reviews
Be the first to review Findlay.
Write a Review
