Financially Sound
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We'll take care of your application to your chosen lender from start to finish - taking away the stress and making the process pain free! Our mortgage advisors are available Monday-Friday 9am to 7pm giving you plenty of opportunity to seek a quick overview of what your mortgage deal could potentially look like. Dealing with and sorting out your finances can be a minefield!

That's where we come in, we help with advice and guide you through to make confident life changing decisions. You'll be surprised at how much we can help you, so feel free to get in touch to find out more. We're based in North East, and offer a professional but friendly and helpful service to guide you through some tough decisions.
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Buying a house is one of the most important purchases you will make.
We know that buying a home for the first time can be an intimidating process with many questions needing answered.
Our advisors will talk you through the financial aspects of the buying process and provide you with advice to find you the right mortgage suited to your circumstances.
Currently mortgage lenders will lend up to 95% of the value or purchase price, whichever is the lower.
This means that you will be required to put 5% deposit down and the more deposit you can produce the better deal lenders will offer (the Help to Buy Scheme has a 5% deposit minimum requirement).
Life insurance gives you peace of mind that your loved ones will be provided for should you die.
There are many ways to arrange life cover and our advisors can help you find the most suitable for you.
Life insurance ensures that in the event of death your mortgage will be repaid and the costs not passed on to your dependents or loved ones.
Level term insurance provides a set level of cover for the term you choose.
Decreasing term insurance covers you for the term you choose, but the level of cover decreases through the term of this policy.
Our advisors can provide you with the most up to date investments strategies and summaries to make sure your investments are suited to your risk profile, objectives and needs.
We can help make plans for the retirement you would like and also help keep those plans on track.
Our advisors can help you provide for this by ensuring your investments are tailored to deal with the need for income top up in the future.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Even if it is, it doesn't mean that you and your employees may not have the need for life cover.
Policies can be taken out and paid for by your business and put in trust for you or your employees' dependants or desired beneficiaries.
Please remember tax law may change in the future and will depend on your individual circumstances.
If you would like more information or would like to take advantage of this opportunity please contact us on: 01670 840 840.
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