Advice & Consultancy

We aim to bring clarity on what needs to be done, steering you in the direction of practical and expert solutions.

Advice & Consultancy can mean different things to different people. Over the many years in dealing with clients we have found that circumstances can occur that may not be clearly defined as something to be traditionally dealt with by your accountant, your solicitor or your bank. We understand that you can be unsure on where to go with a problem or how to approach a particular issue that has arisen in your life or business.

It may be an unusually complex finance requirement, a taxation issue or maybe even just how to define a particular strategy in moving your life or business forward. Between our long-term first hand practical experience, the formal education & qualifications we hold, and even through outside contacts built up over the years, we can help. We aim to bring clarity on what needs to be done by either pulling together the relevant information for you, or steering you in the direction of where you can find the solutions.

First Time Buyers

Moving into your first home is one of the biggest milestones you’ll have in your life, and we understand what needs to be done to make the process as seamless as possible. We have a wealth of experience in this area and will work with you from application stage right through to moving in.

It is also important to remember that financing it will continue long after you’ve moved in and so it is hugely important to have the right package from the outset, so we deal with all the main providers in the market to find you the right product at the best rate.

Trading Up or Down

Whether you need additional funds to move to a larger place, or just bridge the gap between selling your current home, we can help in making the transition as easy as possible.

Even if you are in negative equity on your current home, there are certain options available to still enable you make the move.

Equity Release

It may be time to do that renovation work you’ve always wanted, make some extra space or even help fund the children’s education.

We can help you to use the equity on your home to provide the funds to do so.
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