Independent Financial Advisers

The complete property sales management and funding service that we provide to the retired homeowner will complement and enhance the advice and service that you provide to your more elderly clients. It will also improve and speed up your cash flow.

Our service can facilitate and enable a speedier move into nursing care by means of funding the purchase, where you have recommended it, of an immediate needs care plan. We do this by means of our professional management of the sale of the property and through our ability to release funds in advance of the property sale.

In addition, our funding facilities can be used to facilitate your Inheritance Tax Planning advice on behalf of your clients.

As with any business partnership, we are keen to start a dialogue and like to build long-term relationships. Please phone now on 0845 053 0089, or use the contact page to find out more or to request an information pack.