From joining the property ladder to growing your buy-to-let portfolio, our Mortgage Advisers are here to guide you over every hurdle. Professional and easy to talk to, our IFAs and Mortgage Advisers love turning difficult problems into easy solutions. Both over the phone and face to face, we work with you to achieve your goals. We are proud to be registered as 'independent'. Unlike tied or restricted advisers, we are fully impartial and search the whole market to find the right recommendation for our clients.
Services
Martin started with Prudential Assurance company as an Agent in 1984 and was promoted to Team Manager in 1988 and subsequently Sales Manager. Wanting, as always, to do the best he can for his clients, he realised that working for one company did not always provide the best solutions and so he became an Independent Financial Adviser in 1999.
Any product recommended must take account of the quality of service you can expect from the provider. We are a 'close knit' firm based in the North East of England. Our service is personal, trust-worthy and honest - and you'll never feel pushed into going with any of our recommendation. Formed in 2010 by Directors Martin Davies and Rod Milburn, we are directly authorised by the Financial Conduct Authority and are registered as Independent.
An investment is an asset purchased with the goal that it will provide an income or will be sold for a profit in the future. Follow the steps below to find out more. Our independent advisers will help you achieve your goals by recommending the best investment solutions. This is where we come in. We will recommend products that are appropriate for your circumstances, are competitive in terms of charges and are as tax-efficient as possible.
Existing pension schemes you have may contain Safeguarded benefits. These may be in the form of a guaranteed income on retirement, inflation proofing or death benefits. The value of these benefits is extremely important. We have teamed up with a team of highly qualified individuals who will assess these benefits for you if they exist to make sure you don't make the wrong decision.
Passing on your estate can be costly & have many implications. We'll help you create a legacy plan that makes an already difficult time a little easier for your loved ones. Our tax planning can help you leave more estate to your beneficiaries, we'll help you put a plan in place for your funeral, coordinate & complete probate, or even write a will.
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