Case Studies

How can we consolidate our debts, and reduce our monthly payments?

A financial marathon. Mr and Mrs Northam needed guidance on… the whole nine yards!

From catching up to helping out. The Barn-Staples were coming to the end of their 2-year fixed rate mortgage.

Helping to make difficult decisions. Clive was weighing up his options of renting versus buying.

New answers to old questions. Mr and Mrs S already had an equity release mortgage in place on their property.

Being retired and aged 65, Rebecca didn’t have many options for a standard mortgage.

Mr & Mrs F are aged 74 and 72 and had an interest-only mortgage that was due to end in November this year 2017...

For an extra cost of £13 per month means that, over 24 months, Amy and John save £1,000, just by taking advice.

Meeting Tony and Cleo again was a great opportunity to find out how they were getting on in their home...

Hayley came to me and asked me to go through her portfolio with her and explain what it all meant.