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Our Key Services


First time buyers Home Movers Remortgage
New build Buy to Let

We are a whole of Market Mortgage Broker. We are able to offer mortgages from the whole market. We are able provide advice and recommendation to suit your circumstances and can tailor a solution to match your precise requirements.

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

Some Buy to Let mortgages are not regulated by the Financial Conduct Authority.

more info on mortgages


Life Insurance Critical Illness Income Protection Unemployment Private Medical Buildings & Contents

We can advise you on all of your protection needs whether you want life cover, critical illness cover, income protection, family income benefit or even buildings and contents cover. With such a wide choice of options available we can tailor a protection package that suits your needs and budget exactly.

There are other providers of Payment Protection Insurance (Short-Term Income Protection) and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at

Pensions & Investments

Private Pensions Pension Transfers ISAs Bonds Unit Trusts

Our qualified pensions and investment adviser can help you plan for the future. We have a wide range of pension and investment options available no matter what your circumstances or level of wealth. Whether you are a first time investor looking to set up an ISA or a high net worth individual looking for discretionary fund management we can help.

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

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Estate Planning

Wills Lasting Powers of Attorney Inheritance Tax Planning

Making a Will and planning to protect and preserve your wealth is one of the most important things that you will ever do. Whether you want to make a simple Will, a Lasting Power of Attorney or are worried about Inheritance Tax, Care Home fees, or have other issues and like most people want to plan to protect and preserve your hard earned wealth for your loved ones we can tailor make the solution for your circumstances and objectives.

Wills, Trusts and Tax Planning are not regulated by the Financial Conduct Authority.

Our power of attorney and will writing service are separate from our relationship with Intrinsic are not responsible for any advice given.    

For an initial free no obligation consultation please call 01158 709 520 to speak to one of our team of advisers.