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Aitana Financial Services

Taunton

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15 min response time

Get a free quote from this professional

About

Helping people meet their current financial needs and achieve their long term financial goals

Every client has different circumstances and objectives - I ensure that, from sourcing the mortgage to developing a robust retirement plan, my advice allows for the changes that may occur along the way.

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12 hires on Bark
15 min response time

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5/5

1 customer reviews

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Verified
28 March 2021

Mortgage Advice

Very professional , friendly and easily contactable

Services

At the heart of holistic financial advice is understanding my clients' current needs and matching these to their future goals. I will guide you through the variety of options available to ensure that, from your mortgage to your pension, your financial plans remain appropriate for whichever stage in life you are at.

Purchasing a home is one of the largest single investments that most clients make. This does not mean that the mortgage they choose in their 20's remains the most appropriate for them through future decades. I choose not to charge advice fees as I see mortgage advice as an ongoing relationship with my clients rather than a one-off transaction.

Your home may be at risk if you do not keep up payments on your mortgage

Whether you are securing your future income or looking to pass on your wealth to future generations, I will advise you on the options that ensure your money is invested appropriately to meet your needs and can be accessed in the most efficient way.

The most valuable asset for most clients is their ability to earn an income to support themselves and their family. I will explore with you appropriate and affordable solutions to protect your home, pay your bills and ensure you can maintain your quality of life should the unexpected happen.

Through The Openwork Partnership can arrange for a local solicitor to provide conveyancing. This will ensure that they are on the panel of lenders that we recommend and allows to remain in communication with them throughout the process.

We provide a will writing service for a small charge. We can guide you in setting up Lasting Powers of Attorneys (LPAs) for no additional fees other than those required to register with the Court of Protection.