Financial Ombudsman Service

Investing can be tremendously beneficial but the value of your investment can go down as well as up, due to inflation. We know that you want the best return on your hard-earned money, so we can advise on the most secure investments to provide the best value for money.

It is an exciting time, when you are ready to buy your first home or take your next step on the property ladder, so we know you don’t want to feel overwhelmed by the complexity of finding the right mortgage. So our expert mortgage brokers and specialist financial advisers want to make life easier for you by getting you the best deal and assisting with a smooth move.

Insurance is an important part of planning for your future. Whilst no one likes to think about negative things that might happen, it is a risk to leave yourself unprotected, so we encourage clients to be prepared for any eventuality.

Having a will makes life easier for those left behind. It isn’t a topic we like to think about but planning your finances for the time when you are no longer around is incredibly important.
Without a plan in place, it may cause more distress to your loved ones at a very difficult time.

By depositing a percentage of your wage into a pension scheme throughout your working life, you can secure a regular income for yourself when you retire. We can guide you from when you begin saving right through to retirement. We also help you to understand pension consolidation and best options for you.

Our advisers will help you to understand the range of tax-efficient investments and government schemes, and how you can make the most of them. We can also help you to mitigate your tax liability, through collaboration with specialist accountants and tax advisers, providing advice that could help you throughout your working life and beyond.