What our clients say
Stuart & Judith
thank you so much with helping us to finance (and refinance!) purchase and rental of our properties. you were so efficient at all!!
just a line to thank you for all your help and knowledge acquiring my equity release. it will make such a difference to our lives.
The kitchen is on its way and the new bathroom is next on the list. However, first things first, I have just paid for my funeral!!(Ha Ha) - (equity release)
This has been a long time coming I hear you say!!
Nevertheless we are greatly indebted to you both for all the work you did for us, for the endless queries and telephone calls. Many, many thanks.
All debts have been settled and we have invested a substantial amount. I now sleep peacefully; the family were all happy with the arrangement. (equity release)
Thank you so very much for all your help and advice over the last few months.
It has all been much appreciated and has also given me the confidence to pursue my dreams. (mortgage)
YES!!!! I'm so relieved!
It took 9 hours of two different people arguing over the completion date - both of which were threatening to pull out(!) I was just happy to be exchanging so didn't care about when we were completing!
Thank you so much for everything - I'm so glad I use you and Stuart, every time you're both so helpful and human in what can be quite an inhumane process!
Thank you Stuart & Judith and thanks for all your help you guys are stars X (mortgage)
PRINCIPAL HAS OVER 20 YEARS EXPERIENCE IN FINANCIAL SERVICES, SINCE 2000 AS AN IFA. CLIENTS ARE PRIMARILY PRIVATE INDIVIDUALS THROUGH TO SMALL CORPORATES WHO BENEFIT FROM BEING TREATED AS UNIQUE. TAX PLANNING AND RISK STRATEGY AT THE FOREFRONT OF RECOMMENDATIONS TO MINIMISE RISK TO CLIENTS.
EXPERIENCED FINANCIAL PLANNERS; SPECIALISING IN MORTGAGES, EQUITY RELEASE, PENSIONS, PROTECTION, INVESTMENTS AND IHT PLANNING. OVERALL PLANNING TO CREATE A FINANCIAL SOLUTION FOR CLIENTS OVER THE SHORT, MEDIUM AND LONG TERMS TAILORED TO SPECIFIC NEEDS AND TARGETS.