|
.
Based in Suffolk we are able to provide consultations
in the comfort of your home, workplace, our comfortable offices in Bury St. Edmunds or we can act for you via telepone, fax or email and post which means we can arrange your mortgage or investment whatever your location. The majority
of our clients reside throughout the East Anglia area and in some instances further afield. Using technology
we can provide services throughout the whole of the UK.
With many years experience in Financial Services we can
provide a flexible, comprehensive and professional service.
You can have confidence in the knowledge and guidance we can offer. Our principal Sarah Lock has passed the Advanced Financial Planning Certificate (AFPC), including several papers in Pensions, Investments, Taxation and Inheritance Tax planning.
We pride ourselves in giving unbiased honest advice.
Whether you are looking for advice in a specific area, or
a full financial review, we are in an excellent position to
help you. Whatever your goals we are happy to accommodate!
Being independent allows us to work on YOUR BEHALF!!
Our flexible approach allows us to provide face to face consultations,
conduct business by post or via the worldwide web.
We provide advice on investments, mortgages, pensions and
inheritance - see Our Services page for more details.
Your home may be repossessed if you do not keep up repayments
on your mortgage.
For mortgages we can be paid by commission or fee. If paying by fee this is typically 1% of the loan.
|
