We can help with…

Financial planning

Arrange a meeting with one of our Independent Financial Advisers to discuss:

  • Your budget and current financial position – we'll look closely at your savings, investments, borrowing, protection, estate preservation and retirement planning

  • Your risk profile – and your attitude to different types of financial risk

  • Your commitments and financial goals – life, family, work, retirement

  • Your tax position – we'll maximise your tax reliefs and allowances, so you pay less tax

  • Your wealth management strategy – allocating your assets, rebalancing and monitoring them

Financial planning

Property finance & mortgages

Mortgage and property finance can be a big commitment. We can help you with:

  • Your mortgage – working with lenders to find and secure the best deal for you. Plus advice on early repayment, a lower interest rate, extra borrowing, or equity release

  • Your mortgage capacity assessment – which will help the Judge make a decision on finances during divorce proceedings

Finance & mortgages

Wealth management

Protect your future, your family’s security, and meet your financial goals with our advice. We can help you with:

  • Your tax planning – make the most of tax reliefs and allowances

  • Your estate planning – pass on your assets and manage your Inheritance Tax bill

  • Your succession planning – protect the future of your business

Wealth management

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Since early 2022 rising mortgage rates have taken their toll on house prices.

Whether you're selling, buying, or just keeping an eye - this one's for you.

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4 mistakes you might be making with your insurance policies
14 November 2023

Your protection policies - home insurance, life insurance, critical illness protection, and many more – should never be an afterthought. It’s very easy to leave them until later, but the ...

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Have you got your Lasting Powers of Attorney sorted?
10 November 2023

The digital revolution has almost reached the administration of lasting powers of attorney (LPA).

Picture the scene: You’ve got all your ducks in a row, and your LPA is sitting beside ...

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Why savings rates aren’t always what they seem
13 October 2023

National Savings & Investments has launched two top of the savings league table one-year bonds, but the headline rates might not be your net return.  

In August, National Savings & Investments ...

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Free resources & calculators

Financial calculators

Our free financial calculators will provide an estimate of what you’ll need, based on the current understanding of HMRC practices and values.

Explore calculators

Personal finance portal

View all your finances online in one place, 24/7, on any mobile or web device.

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Client stories

Get in touch

Want to have a chat about your finances?

  • Call us

    0800 6342 111

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