Get in touch with us
01273 921667
Or fill out our form

Our Services

Please find below a list of the services we provide and a brief introduction to each financial product area. We would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.

Equity Release

EQUITY RELEASE WILL REDUCE THE VALUE OF YOUR ESTATE AND CAN AFFECT YOUR ELIGIBILITY FOR MEANS TESTED BENEFITS.

If you're over the age of 55, equity release offers you a way to use the value of your home to raise money.

There is a range of equity release schemes available on the market offered by reputable equity release providers, and they fall into two main categories, Lifetime Mortgages and Home Reversion Plans.

Each type of equity release scheme facilitates a different method of releasing the equity in your home, and there are various other useful features available to create the ideal equity release scheme for you. Alternatively, our recommendation may be to use other forms of finance, other assets or other benefits and grants that you may be entitled to, once we have assessed your situation.

Send us an enquiry

Long Term Care

Needing long term care can be a difficult and worrying time, both for the person needing care and for family or legal representatives such as attorneys.

Some people choose to go into a care home; others reach a point where there is no choice. However you reach this point, a deep financial understanding of the costs and resources with which to pay is essential.

Our role is to provide sympathetic advice that fits your unique circumstances in order to make the process as painless as possible.

Pages