HONEST & ETHICAL Advice
Plan for tomorrow,
live for today
Want to save money on your mortgage, free up equity in your house, or plan for retirement?
Looking for help with existing investments or want to start putting money away in a pension? We offer honest, ethical advice to help you meet your financial goals.
House-buying made easy
Find the right mortgage
We offer practical mortgage advice, whatever stage of life you’re at. Whether you’re buying your first home, seeking a better mortgage deal, or looking to release the equity in your home, we can help.
We can access thousands of competitive mortgage deals from across the market. Even better, our service is completely free, as our fees are paid by the lender.
Our service is personal and hands-on. We’re here to help you to build plans, stay on track and provide peace of mind for the future.
working for your best interests
Achieve your financial goals
We take the time to understand your goals and then help you achieve them. That might be working out how much you can borrow for a mortgage, or when you can retire; how to minimise inheritance tax or make the most of your savings and investments.
Based in beautiful Saltaire, in the heart of Yorkshire, we work with individuals and businesses across the UK. We’re a family run firm so we care about building relationships. Our advice is honest and ethical and we always work for your best interests.
Tell us About you
How can we help?
I’m buying a house
Buying a home can be complicated, so you need a partner you can trust. We'll find you the right mortgage at the best rate. Let us take away the hassle and guide you through the journey, from first credit check to moving in.
I want to pay less on my mortgage
Remortgaging could allow you to borrow more money or simply reduce your monthly payments. We can search the market for the best deal, even if you're currently on a fixed rate.
I want to minimise inheritance tax
We can advise on the many strategies to preserve your accumulated wealth, so you can pass hard-won assets onto your children or other beneficiaries upon death.
I need pensions advice
It's never too early to start thinking about a pension. Whether you're starting your first job, have pensions from multiple workplaces, or are panicking you've left it too late for a pension, we can help.
I’m looking for cover
If your children or partner depend on your income, you should consider whether you need income protection, critical illness and life insurance cover. We can also advise on protection for business owners.
I want to invest
You may already be putting money into savings and investments to try to build your wealth. Whether you have an existing portfolio which you'd like to be more effective, or just starting out with only a limited amount to invest, we'd love to talk to you.
News & blog
Financial hacks & tips
10 tasks to spring clean your personal finances
Is it time to look at a different type of mortgage?
Preparing your finances for Christmas
Get in touch
Whether you're looking for a mortgage, seeking investment advice, or planning for retirement, we'd love to talk to you.
Contact us to book your free consultation, either in person at our Saltaire office, over the phone, or online.