Our Services

We can advise on the following:

Your property may be repossessed if you do not keep up repayments on your mortgage

"Equity release" refers to home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.

For mortgages and equity release we can be paid by  a combination of fee and commission or by fee payment only.

A typical £395.00 arrangement fee is payable when a mortgage application is completed and submitted to the provider and a typical fee of £595.00 is payable when an Equity Release application is completed and submitted to the provider; plus we will be paid a commission by the lender.

Alternatively for fee only cases, a £395.00 in the case of mortgages and for Equity Release a £595.00 fee is payable at the time the application is completed and submitted to the provider,  plus we will charge a fee of 0.5% of the loan value on completion.

We offer Financial Planning Services for Women

Areas we cover

Stephanie and James cover both North and South Tyneside, Wearside and Durham and are happy to meet you at home, office or place of work as you prefer.

Find out more

For Women

Sign-up to our Newsletter

CALL US: 0191 516 6353

or 0191 252 9318

Advice with Integrity