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Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Long term care service
Arranging care for yourself or a loved one is an emotional and complicated time. Help with the important issues is on hand.
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Our Lifetime Mortgage Service
Arranging a lifetime mortgage for yourself can be a very complicated process. We can give you advice on the most important issues including, is this right for me, what are the other options, which lender, how much can I borrow, impact on state benefits, how do I pay it off and how much does it cost? All of which requires specialist knowledge that we can provide for you.
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What is Equity Release
If you are over 55 years old, Equity Release is a way of releasing cash from your home while you still live in it.
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Retirement planning
Retirement planning may appear to be complex and putting plans in place may seem stressful, we are living longer and retiring earlier so spending more time in retirement.
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