Partner Services
We’re also connected...
We have close working relationships with other specialist advisers from 3rd party companies, so you can benefit from an all-round service:
Pensions
Looking to start, increase or review your pension? Our partner can assist with all your personal & company pension enquiries.
Investments
Looking to save regularly or invest a lump sum, or wanting a better return on your money? Our partner can assist with your enquiry in a tax efficient manner.
Private Health Insurance
Our partner specialises in cash plans, full medical cover and employee schemes, with access to a wide range of products from the market.
Equity Release
A dedicated partner to ensure you get the right advice on releasing capital from your property whilst in retirement.
Conveyancing
Partners in place to assist with purchases, sales and re-mortgaging of property for personal and business purposes.
Tax Planning
Specialist tax partners who provide solutions for Income, Capital Gains, Inheritance Tax and business planning matters.
Surveys
Nationwide valuations for detailed assessments or even to buy out the Help to Buy interest on your property.
EPC Certificates
Nationwide coverage for the legal requirement where you’re selling or letting a residential or commercial property.
Make An Enquiry
Looking to improve your finances? Get in touch and discover how one of our personal money workout programmes can help.
