Financial Moves

Since 1987, Rowena has provided tailored financial and mortgage advice, specific to clients' needs. Honest, transparent, confidential and jargon-free.

I am a qualified member of The Equity Release Council, advising clients on increasing their retirement income or how to pay for Home Help/Residential Care.

My advise also enables clients to look for better lifetime fixed rates than they currently have. I have saved clients thousands of pounds over the years.

I am proud to be a long-standing female Financial Adviser in this industry.

I advise clients on the following matters:

Mortgages, remortgages and Second Charges
Buy-To-Lets & Let-To-Buys
Lifetime Mortgages and remortgages ( Equity Release )
Pension Planning and Annuity purchase
Personal and Corporate protection
Regular Savings and Lump Sum Investments
School fee and University Fee Planning
Lifetime Care
Inheritance Tax Planning

My initial meeting is for FREE
I also produce a free newsletter for my clients to keep abreast of financial matters.

I listen.

Provide a tailored service to clients on an
on-going basis using jargon-free advice to ensure full client understanding.

My unbiased, whole of market financial advice is regularly reviewed to ensure continued suitability to your needs.

I am accessible to clients and aim to fulfil my role in the most stress-free way possible: especially where mortgages, remortgages and second charges are concerned by packaging cases to speed up mortgage processing times and to pre-empt underwriting 'hurdles'.

I respect clients' time. I am tenacious, but if I can't help I will say no immediately.