
Competitive rates
Wide market access
Wider plan integration
Mortgages
How long do you want to take out a mortgage for, and how does this fit into your wider financial plan for the future? Our team helps you not only find the best mortgage deal for the present, but also equips you with the insight you need to ensure it stands you in good stead for years.
None of us want to pay more interest to a bank than is necessary. This is where having a good mortgage adviser can be a great investment. They can help you make wise decisions about the best mortgage type and duration in light of current housing market trends, and highlight wider factors in the economy which may also affect your household. There are also often opportunities to remortgage – saving you money on interest payments and also possibly opening up flexibility to make better overpayments.

The value of advice
Find out how professional financial advice can put your wealth and finances in a better position for the years ahead.

Integrated Into A Holistic Plan
How long should you lock in your mortgage deal for, given the current interest rate environment and your possible plans to move? What measures can you put in place in case plans change? At Wealth Solutions, we help you devise a mortgage plan which also addresses the “what ifs?”
A mortgage is a big commitment, and the future is uncertain. No one wants to think about bad things that could happen, but as financial planners our job is to ensure your family is protected in a wide range of possible futures.
This is why, at Wealth Solutions, our team seeks to ensure your mortgage is fully integrated into a holistic financial plan which keeps your family moving in a positive direction, come-what-may. In particular, we can help you identify an appropriate set of protection policies and measures that can help you maintain an income, should any household breadwinners suddenly be unable to work due to ill health or premature death.
How can we help?
Personal Wealth Solutions

Wealth management
Make sure all aspects of your complex finances and wealth work together towards a common set of goals.

Financial planning
Integrate your pension, investments, financial protection and other key areas into a coherent, long-term plan.

Investment planning
Craft an investment plan which grows and preserves your wealth - maximising returns potential whilst limiting risk.

Retirement planning
Set a course for the retirement lifestyle you dream of, making sure you have enough money to sustain it for many years.

Tax planning
Are you losing more money than necessary to tax? We can regularly review your income and estate to mitigate liability.

Mortgages
As the biggest monthly expense for most people, getting the right mortgage is key. We can assist with finding the best deal.