Your home may be repossessed if you do not keep up repayments on your mortgage.
028 8225 0000

Advice

Advice is important whether a First Time Buyer trying to secure a mortgage to purchase out first home, or an experienced entrepreneur trying to plan for their retirement, or planning for events which can have a negative impact on our lives caused by accident or illnesses striking… Either way getting appropriate advice is something we can assist with personally ourselves or via one of our trusted partners.

We all know someone who has suffered from a serious or critical illness, or died premature as the result of a short illness or accident, all of which have left us stunned and had a devastating personal and financial effect on those close to them. While we go about our busy daily lives, none of us know what is around the corner yet alone take time out to wonder how we would cope if the unforeseeable was to happen to us or a loved one.

The truth is our lives both personally and financially would be turned upside down, and this could have an effect that completely changes our lives and our family's lives and aspirations forever.

The good news is that taking time out to sit down and discuss such scenarios with a qualified advisor, will go a long way to alleviate the impact of such a situation via the various financial products that are available nowadays.

Death's, Accidents, Sickness, Serious and Critical illnesses will happen to each and everyone of us at some point in our lifetime, so making plans for such events, are crucial for our personal and families financial wellbeing and is time and money well spent.

So whether its protection to cover a mortgage, business transaction or an income, take time out to make contact with us for an initial FEE FREE no-obligation consultation in the privacy and convenience of your home or our offices, and avail of the benefits of financial advice appropriate to your needs. We offer advice for all of the above areas plus many more , so feel free to make contact with us and start the journey.

Thinking of getting a mortgage?

  • We provide a whole of market mortgage review service.
  • After we have assessed your needs, we will advise and make recommendations for you.
  • Our recommendations will be made on a comprehensive and fair analysis of the mortgage market.
Budget Planner We'll help you work out how much you can afford to pay on a mortgage, giving you a better idea of what you can and can't afford. Mortgage Calculator You can work out how much you could save on your mortgage by paying it off quicker. Mortgage Quotation Have you found the right mortgage quote yet? We can offer you a mortgage quote based on the information you provide.

Understanding you

By gathering all the relevant information from you, we get to understand your needs fully.

We also get to know what provisions you have in place already that you may utilise to secure your desired finance or level of protection.

This stage also allows you to understand what to expect from us and how you will benefit from using our services.

Understanding you

Planning

We'll explore and research various scenarios and options that will reveal how best to utilise your existing provisions.

We will then make recommendations as to how to secure the best finance or protection. We build upon your current plans, to help maximise the chances of you achieving your objectives both present and future.

Planning

Implementation

Here's where your vision becomes reality…

Most of our clients prefer us to complete, check and manage the documentation required for them to put "Your Plan" into action.

This saves them a lot of time and energy, and makes sure plans are set up in line with your needs and expectations. A range of fees are available to support this service.

You may though decide you wish to implement our recommendations yourself, and simply pay a fee for our time and expertise.

Implementation

Review

We believe all our clients benefit from a review of their circumstances, with the style and frequency decided by you.

It is often dictated by where you are on your life stage, as well as your relative level of wealth.

Most clients like to be contacted at least once a year to ensure they are not unnecessarily impacted by any of the UK Government Budget announcements, or interest rate movements.

You will also hear from us during the year when we feel something will be of interest to you.
Review

You will receive clear details on what the total fee is, the advice or services it relates to, how it has been calculated and when it is due to be paid.

Please note, you will be under no obligation to implement any recommendations we make through this firm but an advice charge may still be levied for the work undertaken.

Get in Touch
Telephone:028 8225 0000 Mobile: 077 7188 4633
Address: 36a High Street, Omagh, Co. Tyrone BT78 1BP

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