Protecting Your Family
What happens when the worst occurs? Maybe you can’t work because of an accident or illness. Perhaps you can’t afford the mortgage because of redundancy, or you get a serious long-term illness. What do you and your family need financially when you can’t look after them? Let us worry about it. We will tell you what you need.
Buying Your Home
Saving for a deposit, finding the right mortgage, figuring out how to pay it back; what insurance do I need, what happens if I’m ill or I die – how will the mortgage be paid? It isn’t as easy as simply finding the home of your dreams. Let us do the hard work, you choose the furniture.
Saving For the Future
Whether you’re saving for a rainy day, a ‘big’ purchase, a special holiday, your children’s education or university or preparing for your retirement, let us show you the best way to do it while you concentrate on making plans for the future.
Managing Your Wealth
You’ve saved a pot of money, have a frozen pension, finally reached retirement or received an inheritance. How do you make sure your money keeps on growing, that you don’t give it to the tax man and that you generate the income you need? Perhaps you want to pass it on to future generations? Let us match you to the right investment options so you can enjoy spending what you’ve earned.
* Where a specialist isn’t available inhouse this will be sourced via CAERUS Financial Limited
** This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration
The Financial Conduct Authority does not regulate Taxation and Trust advice,
and certain aspects of Long Term Care.