19 Pond Drive Sittingbourne United Kingdom ME10 4QF
01795477744
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Free initial consultation and video meetings available including evenings for convenience. We call these Discovery meetings where we discuss your plans and objectives for the future.
Independent Financial Planning Advice covering residential and buy to let mortgages, life insurance, critical illness cover, income protection, family protection, investments and wealth management, pensions and retirement planning. We also offer estate planning services including Will writing, Lasting Powers of Attorney and Trusts.
Is your mortgage due for review? Maybe we could save you money with a remortgage?
Have you thought about buying a second property either as a holiday home or an investments?
What financial protection do you have should the worst happen? Is it enough? When did you last review your plans?
Have you made use of your tax efficient savings and investment allowances? What rate are you getting on your ISAs?
Are you nearing retirement? Want to know your options?
Get in touch to arrange a discovery meeting by phone or video call and we can walk you through our services.