About Succession Financial Management
In most instances the house we buy, improve or aspire to is the single biggest investment we will ever make. It is also somewhere we call home, so the decision we make over how we fund that purchase is very important indeed.
This is where our advisers can really add value as it is not just a question of who you borrow the money from, but also about what product you use. Should you opt for a fixed rate or variable mortgage? Repayment or interest-only secured by way of another asset such as your pension or investment savings? Should you choose capped or collared, or maybe tracker? Mortgages can be a minefield without a specialist at your side, and a Succession Mortgage Adviser provides that expertise, guiding you through the process to select the most appropriate deal to suit your career and lifestyle.
Our panel of mortgage lenders offer market-leading, specialist deals, and we feel sure that we can deliver a cost-effective solution to suit your specific needs. Our highly qualified advisers take pride in providing an advice-led service, offering an initial consultation and ongoing contact in a manner that suits your needs, with clear charging and service levels, so you know exactly what to expect. When you have a complex decision to make about your financial future and the protection of your family, you need to know that an experienced adviser will invest time in helping you see the bigger picture.
Your Succession Financial Adviser takes the time to get to know you well, understand your unique priorities and needs, with a comprehensive analysis of your expenditure and savings habits that builds into a personal profile for you.
The Financial Management clients of today, are the Wealth Management clients of tomorrow.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
Experience & Qualifications
DipPFS – Member of the Personal Finance Society
Certs CII (MP & ER) – Member of the Society of Mortgage Professionals