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.

Retirement Income and Pension Planning 

It is never too soon to think about planning for a comfortable retirement. logo

We can work with you to develop a strategy to help you build up the funds you'll need to enjoy your retirement years to the full. Read our Guide to Retirement Planning here.    

We can give full advice on personal pensions, getting the best annuity rates, stakeholder pensions, self invested personal pensions (sipps), small self-adminstered schemes and equity release. 

Video: Money Advice Service

Pension Transfer Analysis Service

Most people during their career accumulate a number of different pension plans. Yet maintaining separate plans is often complicated - and may lead to lost investment opportunities, exposure to undue risk and higher costs. We can help you avoid these problems by completing a full analysis of your re

Retirement Income & Annuities 

We will review your retirement funds and where appropriate, move you into one easy to understand and control pension wrapper. Managing your pensions will be easier and less time-consuming with only one plan to keep track of and one set of charges to pay.

We will review your immediate and ongoing income needs and explain what options are available to you. 

Find out more in our Guide to Pension Freedoms here.

    

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!

Dr Brazier, Liverpool, Sept.2016

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

Geff, Newport

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

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

Karen, London

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

Gary provided excellent advice and assistance with a complex purchase. He understood the timescales and sourced lending when others could not.

James, Swansea

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

Louise, Swansea

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

Piers, Taunton, September 2016

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea

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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