Business Details
Your Trusted Financial Advisers in Tamworth
Established as independent financial advisers and mortgage brokers in Tamworth, we specialise in providing tailored financial solutions. Our services encompass pensions, investments, retirement planning, mortgage advice, life and health insurance, and equity release. With over 30 years of combined experience, our FCA-authorised team delivers impartial guidance through face-to-face meetings or remote consultations.We prioritise transparency, offering clear fee structures and no hidden charges. Our Retirement MOT service helps clients assess pension readiness, while our mortgage expertise covers first-time purchases, remortgaging, and buy-to-let. We maintain strong industry accreditations and focus on long-term client relationships built on trust and integrity.
Services
Mortgage Advice
Life Insurance
Pension Planning
Equity Release
Retirement MOT
Highlights and features
- Independent financial advice across pensions, mortgages, and insurance
- Whole of market mortgage brokerage with access to all major lenders
- Personalised retirement planning and Retirement MOT service
- FCA-authorised and regulated for client protection
- Transparent fee structure with no hidden charges
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Mortgage Advice
We provide independent mortgage brokerage services covering first-time purchases, remortgaging, and buy-to-let properties. Our FCA-regulated advisers assess your circumstances to recommend suitable deals from the entire market. With access to all major lenders, we help clients secure competitive rates while explaining all associated fees and long-term implications.
Life Insurance
Our impartial life insurance advice ensures families receive financial protection in case of unexpected death. We compare policies across providers to find appropriate coverage levels and terms. Services include term life, whole-of-life, and critical illness cover options tailored to individual circumstances and budgetary requirements.
Pension Planning
We offer comprehensive pension advice covering workplace schemes, personal pensions, and self-invested options. Our Retirement MOT service evaluates existing arrangements against future goals. We help clients consolidate pension pots, optimise tax efficiency, and develop sustainable income strategies for retirement.
Equity Release
Specialist advice on lifetime mortgages and equity release schemes for those aged 55+. We explain different product types, interest accumulation methods, and inheritance implications. Our whole-of-market approach ensures clients understand all available options while highlighting potential risks and alternatives.
Mortgage Capacity Reports
We produce detailed mortgage capacity assessments for divorce proceedings. These FCA-compliant reports evaluate borrowing potential based on income, expenses, and credit history. Used in family court proceedings, they help determine fair property division by assessing realistic mortgage affordability for both parties.
Questions
What mortgage types do you advise on?
We cover all mortgage types including first-time buyer, remortgage, buy-to-let, shared ownership, and Help to Buy schemes.
Are your financial advisers qualified?
Yes, all our advisers are FCA-authorised with extensive training in pensions, investments, and mortgage products.
Can you help with critical illness cover?
We provide impartial advice on critical illness policies that pay lump sums for specified conditions, with options to combine with life insurance.
Do you offer remote consultations?
Yes, we provide video calls and telephone consultations alongside face-to-face meetings at our Tamworth office.
What is a Retirement MOT?
This service reviews your pension arrangements to assess retirement readiness, identifying any necessary adjustments to meet your income goals.
Are equity release plans safe?
We only recommend FCA-regulated equity release products with no-negative-equity guarantees through members of the Equity Release Council.
Reviews (2)
Laura Kemper-Lines
May 14, 2020
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Would highly recommend! Was looking to move house and organise a mortgage - and not really sure where to start. Ian looked at the whole of the market, and did everything he could to ensure we got the best product and rate. Both professional and friendly, he went above and beyond to get everything sorted for us. He answered all my many, many constant questions, and always kept us fully informed and updated. He discussed everything in full to ensure we were 100% happy, and can't thank him enough for everything he has done. These things can sometimes be a little bit daunting, but our experience couldnt
David Eades
Dec 31, 2018
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I have been dealing with Ian Yeomans for the past couple of months as a first time buyer. Ian, from day one has been genuinely incredible. Extremely efficient, knowledgeable and professional. Ian is a very personable and approachable gentleman. He has advised us and guided us every single step of the way going above and beyond on a daily basis. He has answered every single petty question of mine for a long time now that really helped reassure us that all was in hand, which I can only apologise for ! The overall mortgage process can be extremely daunting, particularly for those of us that haven
