We have a partnership with our clients, acting as advocate for them when we deal with the investment houses, pension companies, mortgage lenders etc. Our success is inextricably bound up with that of our clients.

This often means that we have to call on other experts to complement the work we do, and so we work closely with a number of solicitor and accountancy firms who also introduce their clients to us. Building on these relationships, we have established a network of professional firms (and not just across the North West but across the UK and as far as Jersey and the Isle of Man ) on whom we can call for specialised tax planning and asset protection advice. Our local business relationships – professional partnerships - also include stockbrokers and investment fund managers.

In this way we are able to add real value by introducing our clients to other professional advisers and then working in conjunction with them to achieve better results. This can mean not only less tax payable and more protection for a client’s assets but our clients gain a clearer understanding of their financial matters. They are reassured, too, in the knowledge that they have benefited from expert, co-ordinated advice on all their financial matters.

Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The precise amount will depend upon your circumstances, but we estimate we will charge a fee of up to £295 for arranging your mortgage.