Mid to late career

Your financial responsibilities increase as you get older. You’re in need of a bigger home or you start looking toward that retirement date.

You may start looking toward retirement and what it will be like for you. But there are many challenges to think about on the way. You may want to move up the property ladder, review your current mortgage or start saving for your children’s education. So, it’s easy to forget about the opportunities you have. Getting organised is a chance to make a real difference to you and your future.

Mortgage review

We’ll take a look at your existing mortgage to see how we can get the right deal for you and see if you can afford that bigger family home.

Income protection

Ensuring you have the right protection is less painful than having to deal with the consequences of not doing so.

Pension review

We’ll review your current savings and provide you with a plan for the future, getting you financially organised. 

Client testimonials

We are a busy working couple and the service provided by Gary and Michelle was second to none.

Louise Walters

Amesbury

Michelle was very welcoming, helpful and listened to exactly what we needed and got to know us personally.

Lisa and Sean Crysell

Dorset

Gary is very switched-on and knowledgeable about the mortgage sector and how we can benefit from it with his support.

Jenny and Peter O’Leary

Andover

Gary is fantastic. We used him four years ago to get our first mortgage. He really does know his stuff.

Sian Ridout

Frome

Michelle enabled me to sell my home and buy somewhere which suited my income and allowed me to live a little.

Terri Forfar

Dorset

Thanks to Michelle, we are now owners of a buy to let property, both have good pension plans in place and are now investing our savings properly.

Ruth

Dorset

Financial life cycle

Early career

As you get older, your financial responsibilities increase. You may start saving for your first home, planning to get married or thinking about starting a…

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Mid to late career

You may start looking toward retirement and what it will be like for you. But there are many challenges to think about on the way.…

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Pre-retirement

Now is the perfect time to start planning your retirement. It’s never too early. You may have goals you want to achieve, such as travelling…

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Retirement

You may have a nagging concern that you will run out of money. Or you might be questioning if you made the right decision when…

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Post-retirement

There are a lot of things to consider when planning your post-retirement. Inheritance Tax, long-term care, how to maximise your pension, equity release and arranging…

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Military

Whether you’re coming to the end of your service, or you left some time ago, we offer specialist and clear advice for ex-military personnel. Spending…

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Divorce

There’s often confusion and anxiety, plus the added stress of securing a stable financial future. So naturally there is little head space for worrying about…

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Mortgages

We take the time to get to know you, exploring all the options available to them. Whether you’re a first-time buyer or upsizing, the advice…

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Business Support

Our financial workshops will guide you, providing the advice you need to help you grow. Whether your concerns are with auto-enrolment pensions, withdrawing profits in the…

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How about a chat?

We’d love to have a chat with you over a coffee. To book a meeting or find out more, fill in the form and we’ll get back to you.