Sunday, September 05, 2010
   
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Mortgage Planning

Have you ever put your mortgage in place only to notice afterwards that there was a better rate available?

A good reason may be that normal advisers only recommend mortgage products that pay them.  We’re different...

Our mortgage planning reports will cover the whole mortgage market and also include rates only available to customers applying direct to a lender.  These direct products do not pay the adviser and sadly some advisers do not recommend or make their clients aware of them for this reason.  We have noticed that direct to lender rates have been significantly cheaper than rates that will pay advisers.  In some cases we have found the difference in the resulting mortgage payments to be in excess of £400 per month!

We will always recommend what is best for our clients irrespective of whether the mortgage lender will pay our firm or not.

We will make the process as stress-free as possible and match your requirements with the most competitive funding in the market.

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Private Clients

  • Investing of Injury & Redundancy Settlements
  • Investing of sudden wealth
  • Investment Planning
  • Divorce Financial Planning
  • Pre-retirement planning including Pensions
  • Options at Retirement
  • Estate Planning
  • Nursing Home & Care Fee Planning
  • Family & Personal Protection
  • Residential Mortgages including Buy to Let

Specific professions

  • Investment Planning
  • Pre-retirement planning including Pensions
  • Options at Retirement
  • Business Protection & Succession Planning
  • Commercial Insurances
  • Employee Benefits
  • Commercial Mortgages
  • Commercial Property Purchase Through Pension

Corporate

  • Investment Planning
  • Business Protection & Succession Planning
  • Pre-retirement planning
  • Options at Retirement
  • Commercial Insurances
  • Employee Benefits
  • Commercial Mortgages
  • Commercial Property Purchase Through Pension