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What happens if…?
Looking after your family and home

We never know what’s around the corner, but whatever happens, we want to be sure that our family and loved ones will be ok. Our mortgage and protection services are there to give you peace of mind that comes with a secure home and knowing your family will be looked after if an unexpected or unwanted life event happens.

Protection planning

Our job as Financial Planners is to make sure you and your loved ones have enough to enjoy a good standard of living, now and into retirement. We’re also here to help you plan for the unknown. As a medical professional, you’re probably more keenly aware than most people that life can bring unexpected events, such as illness, redundancy, an accident, or bereavement. But good planning can ensure that you don’t have to worry about the financial side of things.

 

If your income suddenly changes due to death or illness, a suitable protection plan can protect your family’s lifestyle and make sure the right money goes to the right people at the right time. Based on your situation and needs, we can advise on whether term assurance, mortgage payment protection insurance, critical illness insurance or income protection insurance would work for you. And because we’re independent, we can review the whole market to find the right cover for you and your family.  

Mortgage services

Buying a property can be daunting, complicated and very expensive. Together with our specialist partners, we can help minimise the effort of finding the right residential or buy-to-let mortgage for the right price.

 

If, like many in the medical profession, you have a ‘non-traditional’ salary structure or irregular income, it can be difficult to secure a good deal – or even a mortgage provider – on the high street. We have access to experts who research the entire market for buyers like you, including lenders that only offer products direct through their branches, as well as exclusive offers. Once you’ve found the right mortgage, we can administer the whole application, liaising with your solicitors, accountants and even the estate agent, while keeping you updated throughout the process.

 

We can also make sure you aren’t paying too much money on your current loan deal unnecessarily when compared to the current market.

Testimonial

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