A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

YOU MAY HAVE TO PAY AN EARLY REPAYMENT CHARGE TO YOUR EXISTING LENDER IF YOU REMORTGAGE.

A PENSION IS A LONG TERM INVESTMENT, THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

Testimonials

  • Jonathan, Merseyside – January 2021

    Allie is an excellent communicator with a lot of experience and knowledge. I felt she understood our circumstances and aspirations well and gave us informed options. She advised us on the best options based on our financial position. It was a balanced approach that meant we didn't overstretch ourselves too far, to ensure if we came across difficult financial times, we coul Read More

  • Jill, Merseyside - November 2019

    Allie actually visited us at our home address and fully assessed our needs then conducted a risk assessment on both of us to see how it might affect us on a non financial way also. I honestly can’t fault the service Allie and her staff have provided, from the minute you go in the office you are made to feel very welcome and nothing is too much trouble. I would highly rec Read More

  • Janet, Cornwall - November 2019

    Allie helped with every aspect and gave sound advice regarding investment and mortgages.

  • Robert, Merseyside - November 2019

    I was coming up to retirement age and needed some expert advice on my future pension income. Allie visited my wife and I at home and we discussed everything regarding our finances. She took all our details away and returned with several plans for our future income and wellbeing. I cannot speak highly enough about Allie's friendly personality and totally professional a Read More

  • Lindsay, Merseyside - November 2019

    Allie got us a fantastic mortgage and explained all aspects of the deal. The flexibility of the mortgage was really important to us as we were keen to over pay. Allie is thorough, knowledgeable and very easy to deal with, we have been very happy with her services.

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