Protection

Protect your family and your lifestyle in case of the unexpected

Mortgages

Looking to move home or reduce your current mortgage outlay?

Retirement Planning

We can help you plan by ensuring you have the best pension scheme possible now and at retirement

Investments

With so many choices, leave it to us to help make your money work harder for you.

Commercial

We can support your business development plans with advice on growth, restructure and commercial lending

Your home may be repossessed if you do not keep up repayments on your mortgage

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Retiring soon? Make sure you’ve considered all the options

retirement house and gardenDon’t leave it to chance - it’s your money – and it’s your move.

You’ve worked hard to build your pensions savings and you might think its easiest and safest to keep it with your current provider.

The fact is that leaving it with your current pension provider may not be the right call. You have total freedom over what you do with your pension savings and you need to make sure you’ve done your research and considered all the options to maximise your money long-term.

The smart money move is to talk to us. As chartered financial advisers we’ll listen to your plans then search the market to find the best options for you.

It always pays to shop around and we can help you create the retirement plan that suits you best.      

We charge for initial meetings to discuss Final Salary / Defined Benefit Pension Schemes. This charge is £150.00. 

How can I maximise my Retirement Income?

If an annuity is the right choice for you then it may be possible to boost your retirement income - just by searching the wider annuities market.

With an enhanced annuity you could receive even more as your health and lifestyle are taken into account.

 

cover of pension guide

Find out more in our Guide to Pension Changes

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

Thank you for the excellent service and advice given, you made my journey hassle free and tax efficient, and now very profitable

Steve Allan March 2018

Dan cut through the jargon and was always there to respond to my questions; his work has helped my dream of buying a house come true.

S & K Jones, Swansea

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

The company is first class, discriminating, intelligent, utterly trustworthy and dependable

Maurice, Swansea, March 2017

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

It was so nice to find someone who was happy to listen to all of my questions and concerns before we agreed on a plan of action.

Christine, Swansea

Thank you for putting together an investment portfolio of cash, stocks, shares and property.

Geff, Newport

Many thanks for your swift efforts with our mortgage Dan, you're a credit to your profession

Piers, Taunton, September 2016

I had the best possible products tailored for me. I appreciate how much time you have saved me.

Karen, London

Get all of your questions answered by our experts - call us or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and without any obligation

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