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 on-going monitoring service to ensure any changes to their circumstances, lifestyle or future objectives are always considered, reviewed and addressed.
My on-going monitoring service for mortgage and protection policies is complimentary
(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.