A warm welcome to my page. I am an adviser that covers the North East, no need to travel to an office I travel to you. Please get in contact for a professional, personalised service. I can offer advice on the following-
Holistic financial planning-
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Investments-
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds
Pensions-
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans
General Insurance-
Home contents insurance
Buildings insurance
Life cover-
Whole of life and Term Assurance protection
Medical-
Private medical arrangements
Critical illness insurance
Income-
Permanent Health Insurance, aka Income Protection
Mortgage placement and arranging for-
First time buyers
Remortgages
Buy-to-let
Deals researched and arranged to suit-
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared
The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority do not regulate some buy to let mortgages