Archives: Companies
THE MORTGAGE SHOP (EXETER) LTD
The Mortgage Shop offers independent advice on equity release. We are based in the South West and aim to offer professional and friendly advice on your equity release options.
DWJ WEALTH MANAGEMENT LIMITED – Danielle Watts-Jones
Helping clients to live their best lives releasing the necessary monies required. DWJ Wealth Management specialise in equity release and take a holistic approach to financial planning to provide the best client outcome.
MORTGAGE & LIFETIME SOLUTIONS LIMITED – Robert White
Robert White, with over 30 years experience.
Based in West Wickham, I offer friendly, honest and professional mortgage advice to my clients across the South East, and beyond. Even with over 30 years’ experience, I am constantly striving to achieve the best outcome for my clients. I am a member of the “Air – Later Life Academy” and regularly attend their workshops to ensure that Mortgage and Lifetime Solutions is on top of all of the latest developments in the industry.
I am fully accredited by the Financial Conduct Authority and have achieved these qualifications: CeMAP, ER1 and full Financial Planning Certificates.
BRYAN J HOLLINGSWORTH, CHARTERED FINANCIAL PLANNER
Chartered Financial Planner, with over 25 years experience, providing an impartial and personal service. Initial consultations are available free of charge and without any further obligation.
ASPIRE INDEPENDENT FINANCIAL PLANNERS LLP
Aspire offer a whole of market equity release service which is personalised specifically towards your circumstances by an experienced adviser.
MARTIN TOLHURST PARTNERSHIP LLP
We offer a personal and effective service on equity release cases for Kent based clients. Partners at any of our five locations will be happy to meet with clients to discuss all legal aspects of equity release and deal with your property transaction.
VIVA RETIREMENT SOLUTIONS – Stephanie Miles
We are an award winning advice company who specialise in giving the best advice in every situation. We will be happy to discuss your situation with you either by telephone or face to face.
ST JAMES’S PLACE WEALTH MANAGEMENT
At St. James’s Place, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe passionately that the best wealth management service is provided through personal, face-to-face advice
PANDA LATER LIFE LENDING
Will a Lifetime Mortgage be the best solution for you? As Independent Advisers we will discuss all of the available options to determine the best solution.
THE JOURNEY FORWARD FINANCIAL SERVICES
We provide whole of market, independent, professional advice, through face to face or online video appointments. Fee-free initial meetings.