I set up my business as I wanted to help people understand and get the best advice on Equity Release Mortgages (Lifetime Mortgages). I wanted to educate people on how good it can be for them.
I want to help people get more out of their retirement and achieve their retirement goals.
You have worked all your life, retirement is the time for fun for the rest of your life.
The Financial Advice Process
STEP 1
Initial Meeting
You never get a second chance to make a first impression – However we are only interested in you and your goals and dreams
STEP 2
Research
State of the art – software and technology to enable us to search the whole of the market – independently and fully unbiased
STEP 3
Present Solution
We are trained to a high standard to enable you to understand the outcome of the research and to deliver focused and professional advice
STEP 4
Implement
With an urgency and motivation to get the job done – we work zealously for you to get products and services fully in place
