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Our Services



Financial Planning

Working with you to create a plan to best achieve your financial ambitions, whether that’s through tax efficiencies, preparing for your retirement or protecting against unforeseen circumstances

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If you want to maintain the lifestyle to which you’ve become accustomed when you retire, we can advise on appropriate pension plans in order to achieve it

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Equity Release

Equity release is a popular way to release money as a cash sum or regular income in retirement, unlocking the equity in your home to use as you wish.

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Whether personal or business insurance, we can discuss a range of options to best meet your needs, from critical illness and life assurance to share protection and professional indemnity

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Savings & Investments

If you have money to invest, you want it to work as hard as possible for you. We will advise you on the best options to meet your needs from ISAs to VCTs and offshore collectives

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Whether you’re buying your first home, re-mortgaging, or buying a property to let. We will find the best mortgage to suit your needs.

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Tax Planning

We can help you plan your taxes in advance, and come up with effective and lawful strategies that will minimise the amount you have to pay

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    • Beacon House
              Red Lion Square
              NP22 3PW
    • 01495 713900