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You can have a free initial consultation. There's no fee, no catch and no obligation on your part.  We can call you to arrange a time that suits you.

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Free Consultation

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...where one size does not fit all

Our philosophy... our aim is to treat clients as they would wish to be treated.  In an increasingly faceless and automated world, we stand apart by providing a personal approach delivered with care and courtesy.

Sophisticated technology is an essential party of the modern financial services company and we use it to enhance the relationship between ourselves and the client, never to hinder it.  Personal and business customers can benefit from our extensive range of financial and insurance services, access specialist advice on financial planning, tax and trust, and take advantage of our investment management services.

We believe that one size does not fit all so we provide individual attention with a dedicated Relatioship Manager to coordinate all aspects of our offering.  We also believe that the same Manager should look after both your personal and business interests, as they are often interconnected. 

Our Services

  • Mortgage Advisers
  • Annuities
  • All types of Pension Advice
  • Equity Release Advisers
  • Investment & Savings
  • Commercial Loans
  • Personal Financial Advice
  • Business Planning
  • Accident, Sickness & Unemployment Cover
  • Life & Critical Illness Protection
  • Inheritance Tax Planning
  • Will & Trust Advice
  • Debt & Insolvency Advice

'Equity Release' includes home reversion plans and lifetime mortgages.  To understand the features and risks, ask for a personalised illustration.

Your property may be reposessed if you do not keep up repayments on a mortgage or any other debt secured on it.

For mortgages we charge a fee of £350 payable upon completion in addition to commission from the lender.

For Equity Release we are paid a combination of commission and a fee (£1000 minimum).  We will also work on a Fee Only basis with any commission received from lender rebated to client.

For residential mortgage our average fee would be £750 and for an equity release mortgage £1500.

For advice on Debt Management Plans, IVA's or Bankruptcy after initial consultation we will act and an introducer to a licensed insolvency practitioner.

For accident, sickness and unemployement insurance we offer products from a single provider.

Commercial mortgages are not arranged via Sesame.

 



 

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