What Our Clients Say
How Do Mortgage and Financial Advisers Help You?
Retirement & Pension Planning
The ultimate horizon. Plan ahead and adapt in real time with our expert pension advice. We will:
Review existing pensions including tracing old pensions
Determine ideal retirement income
Set investment strategy to match your goals and risk profile
Prepare you for drawdown, crystallisation, and providing for family
Investment Advice
We'll help you invest wisely and in a way that compliments your attitude to risk, social views, and overall financial position. We will:
Help you to reach your investment goals.
Diversify intelligently, adjusting when markets fluctuate
Offer regular reviews to keep you on track and accommodate life's changes
Fee Free Mortgage & Protection Advice
Source the best mortgage rates and terms that fit your needs
Access to the Whole of Market & Exclusive rates
No mortgage advice fees & free ongoing support through mortgage & protection reviews
Fee Free Flexible appointments with an experienced mortgage broker to include evenings and weekends
Financial Advice In A Language You Understand
Our mortgage and financial advice clients in Yeovil, Somerset, & the South West really appreciate our down to earth approach. Here are some important points:
Clear Communication: Our primary responsibility as mortgage and financial advisers is to demystify complex issues. Use straightforward language, avoid jargon, and break down terms into understandable examples.
Tailored Approach: Understanding your background, education, and financial knowledge allows us to adjust our communication style to compliment our recommendations.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up with your mortgage repayments.You may have to pay an early repayment charge to your existing lender if you remortgage. The Financial Conduct Authority does not regulate most Buy to let mortgages.
FEATURED ARTICLES
Mortgage Affordabilty: How to improve your chances of passing a mortgage affordability assessment
The Cost of Raising a Child: Why getting the right advice matters.
The essentials you need to know about credit checks: before borrowing money
Get In Touch
Send us a quick message with a little detail of what you would like help with. We'll get back to you quicker than you can say supercalifragilisticexpialidocious!