We cover all aspects of financial planning and wealth management and offer a full range of services - providing advice on tax, pensions, investments, protection and certain types of mortgages.
We have specialist knowledge in certain areas such as Inheritance Tax (IHT) planning, business assurance (keyman cover) and equity release.
We offer a friendly and professional service and will be pleased to meet with you at our offices in Hindhead or, if more convenient, at your workplace or in the comfort of your own home.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity release involves selling or borrowing against your home. It may affect your eligibility for state benefits, your ability to move house, and the amount of any inheritance you may leave.
For details of our fees for mortgage business please see our page "How we are Paid".