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      • Introduction To Financial Planning
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      • Introduction To Savings & Investments
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      • Final Salary Pensions
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      • Stakeholder
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      • SSAS
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      • Executive Pension Plan
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Restrictions on Pension Contributions
      • Death Benefit Options
      • Long Term Care Planning
    • Wealth Management
      • Introduction to Wealth Management
      • Single Asset or Multi-manager Funds
      • Tax-efficient Venture Capital Trust (VCT)
      • Enterprise Investment Scheme (EIS)
      • Inheritance Tax
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
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      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
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      • Introduction to Business Protection
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    • Life Stages
      • Foundation Stage: Ages 18-30
      • Mid-Life Stage: Ages 30-50
      • Pre-Retirement Stage: Ages 60-65
      • Retirement Stage: Ages 65+
      • Late Retirement Stage: Ages 80+
      • End of Life and Estate Planning Stage
    • Mortgages
      • Introduction To Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Help To Buy: Equity Loan
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy-to-let
      • Self Build Mortgages
      • Retirement Interest Only Mortgages
      • High Value Mortgages
      • Second Properties
      • Self Employed Mortgages
      • Let To Buy Mortgages
      • Holiday Let Mortgages
      • Bad Credit Mortgages
      • Limited Company Lending
    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Home Reversion Plan
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Costs

    Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be...

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    Often, people save for a specific reason and it's usually the safest way to build up a pot of money

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    A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement...

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    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die

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    There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill

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    Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.

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    Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges interest: the same is true of a mortgage.

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    If you're over the age of 55, equity release offers you a way to use the value of your home to raise money...

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  • Calculators
    • Mortgage Borrow
    • How much can I borrow
    • How much will it cost
    • Equity Release
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    • Mortgage Overpayment
    • Loan Repayment
    • Relevant Life Policy
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    • Stamp Duty

    Discover the key to mortgage clarity with our intuitive calculators.

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    Calculate how large a mortgage you could get, monthly mortgage repayments, the effect of making mortgage overpayments and the stamp duty on a potential property.

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Back
  • Home
  • About Us
    • Our Company
    • Our Team
    • Privacy Policy
  • Services
    • Financial Planning
      • Introduction To Financial Planning
    • Savings & Investments
      • Introduction To Savings & Investments
      • Regular Saving Plans
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Investment Trusts
      • Fixed Interest Investments
    • Pensions
      • Retirement Planning
      • Final Salary Pensions
      • Cash Equivalent Transfer Value (CETV)
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • Personal Pensions
      • Stakeholder
      • State Pension
      • SSAS
      • SIPP
      • Executive Pension Plan
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Restrictions on Pension Contributions
      • Death Benefit Options
      • Long Term Care Planning
    • Wealth Management
      • Introduction to Wealth Management
      • Single Asset or Multi-manager Funds
      • Tax-efficient Venture Capital Trust (VCT)
      • Enterprise Investment Scheme (EIS)
      • Inheritance Tax
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
      • Landlord Insurance
      • Military Personnel
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Life Stages
      • Foundation Stage: Ages 18-30
      • Mid-Life Stage: Ages 30-50
      • Pre-Retirement Stage: Ages 60-65
      • Retirement Stage: Ages 65+
      • Late Retirement Stage: Ages 80+
      • End of Life and Estate Planning Stage
    • Mortgages
      • Introduction To Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Help To Buy: Equity Loan
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy-to-let
      • Self Build Mortgages
      • Retirement Interest Only Mortgages
      • High Value Mortgages
      • Second Properties
      • Self Employed Mortgages
      • Let To Buy Mortgages
      • Holiday Let Mortgages
      • Bad Credit Mortgages
      • Limited Company Lending
    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Home Reversion Plan
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Costs
  • Useful Links
    • Research
    • Portfolio
    • Market Data
  • Calculators
    • Mortgage Borrow
    • How much can I borrow
    • How much will it cost
    • Equity Release
    • Mortgage Repayment
    • Mortgage Overpayment
    • Loan Repayment
    • Relevant Life Policy
    • Pensions Shortfall
    • Investment Shortfall
    • Stamp Duty
  • FAQs
  • Testimonials
  • News
    • Company News
    • Newsletters
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033 33 447 300
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