Services offered

On-going Monitoring Service

As well as the initial recommendation, I strongly believe in maintaining client relationships over the long-term. This is why I provide all clients with an exceptional review service, which is available to new and existing clients and covers arrangements such as a mortgage, life insurance policy or home insurance. My review service starts with a full fact find that will enable me to estalish current and future needs to move on to reviewing against current policies in place. After the fact find has been completed, if it is clear that current arrangements are no longer suitable, this could be amended (depending on the arrangement type) or a new arrangement can be implemented as the most suitable product.

My on-going monitoring service for mortgage and protection policies is complimentary and includes a one thirty-minute review meeting, per annum - (initial review only)).

Your home may be repossessed if you do not keep up repayments on your mortgage 

The Financial Conduct Authority does not regulate Buy-to-Let mortgages

Equity Release will reduce the value of your estate and can affect your eligibility for

means-tested benefits.