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Other services

Other services


Although we specialise in mortgage and protection advice, often during our conversations with clients the need for other professional services arises. Although we may not specialise in these areas ourselves, it will often tie in with the work we are carrying out and our clients overall financial plan, therefore it is important to us that our clients have access to the right professionals and services.

We have cultivated relationships with other businesses and professionals that match our approach and ethos to advice and customer service, so we can recommend them with confidence safe in the knowledge they will look after our clients to the highest standard.

If you need help with any of the following, please feel free to contact us and we will put you in touch with the right people.


Financial Planning including Pension, Investment, and Inheritance Tax Planning – Rosemount Financial Solutions (IFA) Ltd–

As part of the Rosemount Financial Solutions (IFA) Ltd network we have access to a range of financial planners and advisers who specialise in fields that we don’t cover. Let us know what you need help with, and we will put you in touch with the right specialist.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Transferring out of a final salary pension is unlikely to be in the best interests of most people.

General Insurance – Building and Contents, Landlord Insurance, Private Medical Insurance, Business Protection –Rosemount Financial Solutions (IFA) Ltd

These are areas that we can advise on, however we believe all advice should be provided by a specialist to ensure our clients get the best possible solution to meet their objectives. Let us know what you need assistance with, and we will find the right adviser for you.

Wills image paper signed

Wills and Powers of Attorney – Dynasty Wills and Estate Planning

Discussing what happens after we’ve gone can be a difficult subject to address, Emma’s approach to this area of advice is focused on customer care and providing a tailored empathetic approach. 
You can see more about their services on their website – https://www.dynastywills.co.uk/.

Will Writing is not regulated by the Financial Conduct Authority.

Estate and inheritance planning is not regulated by the Financial Conduct Authority.

Credit Report – Check my File

When applying for a mortgage, understanding what lenders can see on your credit report before you apply is a huge benefit. Therefore, we recommend checkmyfile as they provide all the information from the three largest credit reference agencies in one report. Try it FREE for 30 days, then £14.99 a month – cancel online anytime.
https://www.checkmyfile.partners/99MST96/2CTPL/

Keys

Bridging Finance and 2nd Charge Mortgages – Lendle Broker Services

When a traditional mortgage isn’t an option, there are often other options available through alternative lending products. Nathan Hughes, Director of Lendle Broker Services, has supported our clients on this area of advice for a number of years and we wouldn’t recommend any else.

Solicitors and Conveyancing including Remortgages, Purchases, Sales and Transfer of Equity

We have access to a number of providers and will find the one who best meets your needs and budget.

Accountants – Swann Accounting

As our own accountants and having first-hand experience of their customer care and interactions with clients, we would not recommend anyone else to look after our own clients accountancy needs. 

You can find out more about them on their website – https://www.swannaccounting.co.uk.

Surveys including Basic Valuations, Home Buyers Report, Full Structural Surveys, Specialist Property Reports and EPC Certificates

We work with a range of providers and we will find you the specialist you need.