Personal Wealth Management
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Your home is one of largest purchases you may make during your lifetime, and together with the ever changing mortgage market, mortgage advice from a specialist mortgage adviser is a valuable, if not essential, service.
We can help by:
- Providing advice for anyone requiring borrowing for property purchases.
- Reviewing mortgages that are coming to the end of the 'special' rate to ensure the new mortgage matches current objectives.
- Making recommendations for various protection products to repay your mortgage in the event of death, suffering a defined critical illness or being unable to work due to ill-health.
- Providing advice for clients who are interested in releasing capital tied up in their residential property using Lifetime Mortgages or Home Reversion Plans. To understand the features and risks, ask for a personalised illustration.
Specialist Qualifications
The following relevant qualifications are held within the team of specialist advisers:
- Diploma in Financial Planning (DipPFS)
- CF6 Mortgage Advice
- ER1 Equity Release
- HR1 Home Reversion Plans
Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £295
your specialist advisors are:
