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Business update

23 February 2024

Hi there!

I wanted to drop by and share a quick update about my business.

In the past year, I've made the move to St. James's Place to offer a broader range of services, including:

  • Wealth planning
  • Mortgage planning
  • Financial protection
  • Equity release*

As part of this expansion, Suzi has joined my team as our dedicated mortgage expert. Her role is to focus solely on the mortgage aspect of our business, ensuring our clients receive the high level of service and attention they need.

We're keen to support you throughout your entire financial journey, regardless of where you currently stand. To kick things off, why not schedule an initial, no-obligation consultation? It's the perfect opportunity for us to connect, get to know each other and discuss your specific financial needs.

We're looking forward to the chance to chat with you and explore how we can assist you further.

Heide & Suzi

 

Heide                                                              

Telephone: 01525 309300

Mobile: 07903 302895

Email

 

Suzi

Mobile: 07448 247029

Email

Your home or other property may be repossessed if you do not keep up the repayments on your mortgage. 

*This is a lifetime mortgage or home reversion plan.  To understand the features and risks of such products, please ask for a personalised illustration. 

The value of your investment can go down as well as up.  You could get back less than you invested.  

We offer a comprehensive range of first charge mortgages from across the market that are made available to mortgage intermediaries for which we are paid a procuration fee by the lender.