Protection
Private Medical Insurance
Life Assurance
Critical Illness Cover
Income Protection
Family Income Plans
Investments
ISAs and PEPs
Unit Trusts and OEICs (open ended
investment contract)
Child Savings Plans
Investment Bonds
Mortgages
First Time Buyers
Home Movers
No Deposit Mortgages
Remortgaging Your Existing Home
Raising Finance For Foreign Properties
Pensions
New Pension Plans
Group (company) Schemes
Releasing Frozen/Old Pensions
SIPPs (Self Invested Personal Pensions)
Inheritance Tax
Planning and Mitigation
Wills and Probate (Through Trusted Associates)
The FSA do not regulate every product/advice - please see contact page
Your home may be repossessed if you do not keep up repayments on your mortgage. Your existing lender may charge you an early redemption fee should you repay your mortgage early
The Team That Are Here To Help You.
The team, of course, is very important as each individual plays a vital role in ensuring you get exactly what you need. Here are the details of the team so please feel free to speak with any one of us.
| Edna Soames - | Administrator and Secretary |
| Sue Trundley - | Administrator and Secretary |
| Robert McDonald - | Based in Corby |
| Kevin Mann - | Cert PFS ( IFA ) - based in Kings Lynn |
| John Davidson - | Cert PFS ( IFA ) Private Medical Insurance and Protection Specialist based in Peterborough |
| Terry Grimsley - | Cert PFS ( IFA ) based in Peterborough and Devon |
| Alan Bradshaw - | Cert PFS ( IFA ) based in Corby & Peterborough |
| John Herlihy - | CII Cert PFS ( IFA ) based in Peterborough |
| David Frankland - | Cert PFS ( IFA ) based in Peterborough |
A new face........ John Herlihy...
We've known John for a long time and is a very experienced and talented IFA. He has joined us from July 2011 and has slotted straight into the team.