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Welcome to Your Family Asset

Your Trusted Partner for Financial Security and Legacy Planning

Feeling overwhelmed by financial decisions? Seeking reliable guidance from a trusted source? Let us be your compass to financial clarity and security.

Mortgage and Protection
Wills, Trusts, and Estate Planning
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Mortgages
Protection
Critical Illness
Trusts
Estate Planning
Will Writing

Our Services

Discover Your Family Asset’s Tailored Solutions, Crafted to Meet Your Unique Needs.

Your Partner in Financial Security and Wealth Management.

Mortgages

Unlock the door to your dream home with our customised mortgage solutions, designed to fit your unique financial needs and aspirations.

Protection

Our solutions provide comprehensive protection for your family and home in the unfortunate event of your passing.

Critical Illness

Critical illness cover provides a tax-free payout in the event of a diagnosis of a severe illness or experiencing an injury as stipulated in the policy.

Trusts

Income protection cover ensures that employees receive a consistent, monthly payment, typically for a duration ranging from two to five years, representing a portion of their salary.

Estate Planning

Estate Planning encompasses a broad spectrum of considerations, extending beyond Inheritance Tax (IHT) alone. It also encompasses aspects related to your financial well-being and addresses the specific requirements of your beneficiaries.

Will Writing

In the absence of a Will, the distribution of your estate becomes subject to authorities’ decisions, potentially causing complications for your surviving loved ones.

Google Reviews

Customer Testimonials

Discover What Our Clients Have to Say About Us.
 
 
 
 EXCELLENT  
 
 1 reviews on 
 
 
 
  
 
 
 
 Marsha S 
 
 
 Marsha S 
 
20. September, 2023
 
 
  
 
Lea reviewed the existing life assurance plans for my husband and myself, and not only got us a better price, but ensured we got better cover placed in trust.  The whole process was seamless and Lea helped with any queries we had.