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.

Stamp Duty break for many homebuyers – for a limited time only!

Despite the reopening of the property market in May, aspiring buyers are still holding back. Therefore, in his Summer Economic Update of 8 July, Chancellor Rishi Sunak announced a ‘Stamp Duty holiday’ to help people feel “confident to buy, sell, renovate, move and improve.” Until 31 March 2021, the usual Stamp Duty threshold of £125,000 has been increased to £500,000 – a move that means nine in 10 buyers will pay no Stamp Duty on homes purchased before April, saving them an average of £4,500.

Green jobs, green homes

From September, homeowners will also be able to apply for a £2bn ‘Green Homes Grant’ scheme, which will offer households up to £5,000 to spend on making their home more energy efficient. It’s a package that, Mr Sunak said, could save households up to £300 a year on their bills, as well as creating and supporting 140,000 green jobs.

Supporting, creating and protecting jobs

Other measures announced include a £1,000 ‘Job Retention Bonus’ for employers who retain employees until 31 January after bringing them back from furlough and a cut to VAT applied on food, leisure and attractions from 20% to 5%.

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

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

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

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

My mortgage needs were not simple to deal with, but Dan’s knowledge and experience really shone through. He was professional in his dealings with me and explained everything to me in a clear and concise way, ensuring I fully understood the mortgage product I purchased.

P Davies,September 2019

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

Dani & Geoff, Stratford upon Avon

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

Karen, London

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

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

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

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