We are a forward thinking, and dynamic financial advisory practice based in Central Croydon.
We pride ourselves on treating all clients in a courteous and professional manner.
Our continued success comes from an appreciation that no two clients are the same and everybody has different needs and aspirations. For this reason, we will always conduct a full fact finding process at the outset to ascertain your exact mortgage requirements.
Only after carrying out this process will we provide you with any advice. By taking this extra time at the beginning you can be assured that any recommendation is fully justified and is tailored to your individual needs and requirements.
We like to work with our clients on a long term basis, and take pride in seeing their finances grow. We appreciate that different people have different levels of financial awareness and we will always use plain English when dealing with clients, and cut out the unnecessary jargon and technical phrases. We explain things in clear, simple and concise manner, which ensures that you understand fully our recommendations and advice.
It is in all of our interests that our clients have a better understanding of their finances, and this approach ensures we achieve this.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
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