Protect your family and your lifestyle in case of the unexpected


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


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


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.

 Find out more in our Guide to Pension Changes

cover of pension guide

Daniel went above and beyond to help us with our first mortgage. He explained the mortgage, its rates and terms very clearly, he was extremely patient and professional, we would highly recommend him.

Fi Davies, August 2018

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

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

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

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

Steve Allan, March 2018

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

We would just like to thank Dan for all his hard work on this, less than simple, purchase. From the very beginning of this project Dan has shown great professionalism, excellent market knowledge and delivered customer service far exceeding any reasonable expectations!

C. Windsor, March 2019

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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