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Financial Advisor

Mortgage advice can be very helpful. Independent advice can help you make a difference between getting approved and getting rejected for a mortgage. You may be able to get a better deal that could save you thousands over the term of your mortgage.

A mortgage advisor is a professional who specializes in finding the best mortgage deal for you. They are often called mortgage brokers but there is not much difference between an adviser or a broker. Independent mortgage brokers and tied mortgage brokers are the only differences. Independent brokers can source mortgages across the UK, while tied brokers are limited to specific providers and may not be able to find as good deals. We also provide information about mortgage advisors. . A mortgage advisor will typically increase your chances of getting a mortgage and help you find the best mortgage deal.

First-time buyers have the greatest benefit from mortgage advice. The application process is more difficult and the entire process will be unfamiliar to them. A mortgage broker is useful for all types of mortgage applications.

In this section, you will find different types of mortgages on which a mortgage advisor or financial advisor can help you. Feel free to contact us, if you are interested in getting a mortgage in the uk.

Lifetime Individual Savings Accounts (LISA)

By |2021-08-03T13:13:24+00:00April 26, 2021|Financial Advice|

Deciding whether a Lifetime ISA might be for you, isn’t always easy. Once you make a decision you can be locked into a product until retirement or facing penalties from withdrawing your own funds. Therefore, it is important that you fully understand what a LISA is and what it can do for you so you can make an informed decision.

Pensions, Investments and Savings Financial Adviser in Ollerton

By |2022-03-14T13:14:49+00:00April 1, 2021|Financial Advice|

We offer advice on pensions, savings and investments and tax planning in Ollerton and all surrounding areas. All areas are covered but can include: Bilton, Cottingham, Willerby, Thearne, Wawne, Anlaby Common, New Ollerton, Boughton, Wellow, Kirkton, Edwinstowe etc.

Lincoln Pension advice and more

By |2022-11-14T14:54:45+00:00April 1, 2021|Financial Advice|

The first step in the financial advice process is for us to have a brief initial chat over the phone. This is just a discussion to see who you are, what you are aiming to do and to get a general idea of where you are currently in achieving those aims. We discuss how the process works, what we will be doing and our charges.

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