Our Services


An initial phone call or meeting would be the first port of call and after discussing your initial requirements, we could decide if you wanted us to act on your behalf in securing you the most appropriate terms for your requirements.

Next we would obtain a full picture of your circumstances and required borrowing, allowing the research to get under way, before reporting back with our advice and recommendations on the following areas:

  • Residential Mortgages
  • Bespoke Private Bank Mortgages
  • Buy to Let
  • Lending on unusual property
  • Bridging loans
  • Commercial or development finance
  • Ex-pat or International clients


Having spent time with our clients to understand their current circumstances, we can undertake a review of any existing protection contracts, asses their suitability and using market leading technology with old fashioned know how, we can present our recommendations on the following:

  • Life cover
  • Critical Illness cover
  • Income Protection
  • Family protection
  • Use of Trusts

As part of our service, we can research and recommend the most appropriate protection contracts, to ensure that the right amount of funds, go to the right person at the right time. Important factors we consider:

  • Plan terms & flexibility
  • Cost
  • Underwriting
  • Claims history
  • Supplementary benefits