Your Home

Mortgage Repayment Module

Will source an appropriate mortgage or re-mortgage. This will provide you with the initial capital required to buy your trading premises, your home or an investment property, or to provide additional capital. Alternatively, it may be used to reduce monthly expenditure.

Home Purchase Module

Will source an appropriate mortgage (we have access to non-standard lenders) and design a personal financial protection programme to protect your lifestyle in the event of unforeseen changes in your circumstances.

Endowment Shortfall Module

Will identify any potential mortgage payment shortfall from your existing endowment plans and assist you in taking corrective action, including the possibility of financial redress from the original adviser responsible for the sale.

Equity Release Module

Will assist you in utilising the accumulated equity in your home by releasing funds to generate additional tax efficient income (also used in the Inheritance Tax Controller Module).