Ian Francis

What do we advise on?

Have a read through the areas we advise on in this list, and click on the button to read more about what we do.

Mortgages?

First time buyers, remortgages, moving home and so much more!

Your home may be repossessed if you do not keep up repayments on your mortgage.

Mortgages

Equity release?

Impartial advice on your options

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Equity Release 2

Insurances?

Life and health cover

Private medical insurance

Insurances

Financial advice?

Reviewing plans and options for life’s journey

Estate planning?

Gifts, wills, trusts, lasting powers of attorney and inheritance tax planning, as well as probate administration

estate planning2

Investments and savings?

Building a nest egg?

Planning to pay for a key event?

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

Investments

Retirement planning?

Reviewing your plans and options, giving you the later-life style you deserve.

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

Pension Planning

Business Planning?

Whether self-employed, in a partnership, or in a limited company; we advise on insurances, ownership and pension schemes

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

Business Planning