Providing straight forward financial advice to individuals and businesses, from first time buyers through to those in retirement.
➡️Mortgages
➡️Commercial Finance and Specialist lending
➡️Individual Protection
➡️Business Protection
➡️Investments and Savings
➡️Retirement planning
I have worked within financial services since 2003, qualifying as a mortgage and protection adviser in 2009 and more
recently as an Independent financial adviser. I am based on the Devon, Dorset and Somerset border, but offer advice to clients throughout the UK. My background of working within an accountancy firm has given me an important insight into the challenges facing people running their own business and this knowledge has allowed me to particularly specialise in advising self-employed clients. Your home or property may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for mortgage advice. The precise amount will depend upon your circumstances, but we estimate it will be £350. Please note not all of the deals that are being promoted by lenders may be available or suitable for everyone and depends on the underwriting criteria of the lender if you are referring to mortgages.