Friendly Mortgage, Insurance & Estate Planning advice
Having spent 16 years working in financial services, I (that’s me, Dan!) decided that I’d set up my own firm to offer independent, whole of market, mortgage and insurance advice to people both locally and, when appropriate, further afield. Around seven years ago I also began offering a Will Writing service which has proved popular with clients, and very interesting to me. As a result of this, I also now offer advice on advanced estate planning such as trusts and bloodline planning.
The main objective for me is to help people and bring an approachable, yet professional, air to an otherwise bewildering area of life.
From February 2017, I’ve been joined by Lisa who will often be your point of contact day to day. She’s fab and you can find out more about both of us below… if the mood takes you!