Other Services

I do not provide advice on the following services but can refer you to one of my professional contacts for the services listed below

Debt Management Guidance

I have access to one of the UK’s leading debt solutions companies that I can refer you to.

Will referral

If you have not yet made a Will or wish to update your current Will then I can refer you to a member of the Society of Will writers and the Institute of Professional Will Writers.

Pension referral

If you would like to review your pension arrangements or start a pension for the first time then I can refer you to a suitably qualified adviser.

Online solicitors

If you are buying a house or looking to remortgage, I have internet based solicitors who tend to be cheaper than high street equivalents and deal with all the paperwork by phone, post and emails meaning you don’t have to take time off work for meetings etc.


Commercial Mortgages

If you are looking for a mortgage to purchase a commercial property or if you already own a commercial property and would like to consider your remortgage options then I have a number of well known lenders that I can introduce you to.

Commercial Insurance

If you need to arrange any commercial insurances such as professional indemnity insurance or public liability insurance then I can refer you to a specialist who will be happy to help you.

Debt Management, Will Writing and Commercial Mortgages are not regulated by the Financial Conduct Authority (FCA).