Equity Release Advisor

Equity release refers to a range of products that let you access the equity (cash) tied up in your home if you are over the age of 55. You can take the money you release as a lump sum or, in several smaller amounts or as a combination of both.

Independent Financial Advisor (IFA)

For saving and investing, improving tax efficiency, planning your retirement and funding your life goals. How can you make the most of your money? An independent financial adviser (IFA) can show you how. From starting a business to raising a family, saving for the future and planning your retirement, professional advice can help boost your finances throughout the key stages of life.

Mortgage Broker

Whether you're a first-time buyer, a property developer or anything in between, finding the right mortgage is crucial. A mortgage broker will consider all your circumstances to find you the most favourable deal, and will often have access to deals that you won't find on the open market.

Pension Advisor

When planning your pension and retirement income you might need help with choosing a personal or stakeholder pension, planning your savings, choosing how you want to get your retirement income or delaying your State Pension payments (deferring). A Pension Advisor can help you find the best solution for your circumstances.

Will Writer

Your will tells everyone what should happen to your money, possessions and property after you die (all these things together are called your ‘estate’). If you don’t leave a will, the law decides how your estate is passed on – and this may not be in line with your wishes.