Mortgage advice

About

Direct Wealth Management Ltd is an independent financial advisory firm that specialises in providing advice on Mortgages Whether you are looking for financial advice for the first time or you’ve taken advice in the past, it can be a daunting task. Due to the complex nature of finances, they often form a low priority for many people, however, we have created an approach that aims at simplifying the process and enriches lives, both now and in the future.

We also specialise in offering advice on Pensions, Investments and Protection.

We offer a no obligation review, We will listen to what you want from a professional adviser, help you articulate your financial goals and ask about your current arrangements. This will establish whether we can be of service to you. If we believe we can deliver value for money, we will explain how we can help you and the costs of our services.

We can speak to you via telephone, email and face to face if you prefer. However initially it will be over the telephone.

We believe regular review meetings are the only way we can keep each other up to date with developments in your circumstances and other factors influencing the progress and performance of your plans. In between meetings you will have access to our team whenever you have any queries.

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