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The Financial Conduct Authority do not regulate Tax Planning, Trusts and Will Writing Services and not all forms of mortgages.

To understand the features and risks of Lifetime Mortgages/Home Reversion Schemes or Equity Release, ask for a personalised illustration.

Here, you will find the services that we offer to help you make the most of your investments, savings, pensions and general financial situation. Have any questions about our services, and which would be right for you? Head over to our Contact Us page to find out how you can book an initial appointment at our cost and we will help you choose which is the most suitable for you!

  • Investments

  • Pensions & Retirement Planning

  • Estate Planning

  • Corporate Finance

  • Tax Planning

  • Mortgages

  • Equity Release

  • Wills & Trusts

  • Insurances

Investments 

Whether you are thinking about investing your annual Individual Savings Account allowance or a large windfall, we treat each investment with the same due care and attention to help you make the most of your money, whether it's for a short term investment or something longer-running. The investment landscape can be somewhat bewildering and couched in a language of its own. Our advisers are adept at negotiating the maze of investments to find the most suitable for you and to present these in a straight forward and understandable manner.

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Pensions

A lot of us may not think about planning for the future, and then when we arrive there, we wish we had. Pensions needn't be scary to plan for, and we can help you along the long road to having an income in retirement. Pensions continue to be one of the most tax efficient investments we can make, personally or corporately and crucial to our long term security. They can also, with suitable advice, be an integral part of a well planned, highly tax efficient income in retirement.

 

  Mortgages

Whether it's re-mortgaging your existing home, releasing equity, or buying a new home, getting a mortgage can be very time consuming and difficult. Lenders now put great store in credit scoring and this can often lead to being turned down for a mortgage without any explanation or, any obvious reason. Our advisers have decades of experience in finding the most suitable, cost effective mortgages for clients and then guiding them through the entire process.

There may be a fee for Mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £350.

 

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The Financial Conduct Authority does not regulate all types of buy-to-let mortgages.

Your home/property may be repossessed if you do not keep up repayments on your Mortgage.

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The Financial Conduct Authority does not regulate Will writing, Taxation and Trust advice.

Wills, Trusts & Lasting Powers of Attorney (LPA)

We understand that writing your will can be a daunting task that no-one really enjoys doing, so at Professional Connection, we have developed a simplified system that helps clients clarify their thoughts and word their Wills correctly, thereby avoiding any confusion for their heirs. We provide a wide range of Wills, Trusts and LPAs at flat rates regardless of the time taken to complete these and all at highly competitive rates. All Wills and Trusts are professionally written and covered by professional indemnity insurance.

Investment & Estate Planning

For those clients with large estates, we understand the need to protect that wealth from loss in all its forms. Loss may come in the form of high risk investment, inflation or taxation. We know that most of you would prefer to leave your estate to your heirs and not the tax man. However, we have seen many estates where the tax man would be the largest individual beneficiary unless proper planning were to be put in place. Legally avoiding Inheritance Tax is often a lot simpler than most people think and our experts can show you how.

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A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.