Samantha’s friendly approachable nature means she is easy to talk to about all aspect of financial planning. She is passionate about helping you to make the right choices concerning your pension arrangements, savings and investments and can also assist you in mortgage and life protection products.
Samantha has been in financial service industry since the late 1990′s and she is capable and knowledgeable and will be able to assist you in achieving your financial goals.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The FCA do not regulate buy to let mortgages.
Trusts are not regulated by the FCA.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection
Mortgage placement and arranging for:
First time buyers
Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared