Protection

Protect your family and your lifestyle in case of the unexpected

Mortgages

Looking to move home or reduce your current mortgage outlay?

Retirement Planning

We can help you plan by ensuring you have the best pension scheme possible now and at retirement

Investments

With so many choices, leave it to us to help make your money work harder for you.

Commercial

We can support your business development plans with advice on growth, restructure and commercial lending

Your home may be repossessed if you do not keep up repayments on your mortgage

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

Dan cut through the jargon and was always there to respond to my questions; his work has helped my dream of buying a house come true.

S & K Jones, Swansea

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

The company is first class, discriminating, intelligent, utterly trustworthy and dependable

Maurice, Swansea, March 2017

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea 2017

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!

Dr Brazier, Liverpool, Sept.2016

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

Thank you for putting together an investment portfolio of cash, stocks, shares and property.

Geff, Newport

Gary provided excellent advice and assistance with a complex purchase. He understood the timescales and sourced lending when others could not.

James, Swansea
Get In Touch

Long Term Care logo

hands holding a house and heartWith an aging population, the likelihhood is that at some point in the future many of us are going to need help with long term care. Will you be able to afford it?

Fees vary around the country. In 2016, the average weekly cost of a room in a residential home in the UK was £600, and a room in a nursing home costed £726*. However, these are only average figures, so you or your relative could be looking at considerably higher figures depending on where you live. (*Knight Frank, 2016 Care homes trading performance review, published October 2016)

If you have savings or capital assets over a certain amount you will have to pay all of the costs yourself. As of 10th April 2017 the current capital limit in Wales is £30,000

        

Financial Planning for Long Term Care Fees

Talking to us well before you or a loved one needs long term care is good planning and can save time and heartache in the future. We can answer your questions, discuss your options and the welfare benefits, that you or a loved one maybe entitled to. There is often little understanding of how much support your Local Authority and the NHS will offer.

We will help to ease the worry of elderly residential care by getting the best possible outcomes for all concerned. Please get in touch

 

 

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