Hillswood Wealth Management and Mortgage Bureau
ST2, Stoke-on-Trent
ST2, Stoke-on-Trent
With over 25 years experience we provide truly independent, qualified financial and mortgage advice in Stoke on Trent and Staffordshire, we aim to combine traditional face to face advice with modern day technology ensuring our clients get the best possible outcomes.
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Retirement Advice
– A full review of you existing defined contribution and final salary pensions with a detailed report outlining how much they are expected to provide you with in retirement.
– An in-depth discussion about your retirement goals and how close you are to achieving those so you don’t have any nasty shocks come retirement.
– Detailed cash flow forecasting illustrating in an easy to understand straightforward format how your retirement landscape may look with our help.
Wealth Management
We all want to make our money work as hard as it possibly can especially with rising inflation and low interest rates , with our help and expertise you can ensure that your future is as prosperous as it can be.
By using the latest technology to research the market we can find you the most suitable investment products and providers possible.
Stock markets can be volatile especially in these in the uncertain times in which we all now live but there are ways to counteract this. Firstly with a well diversified portfolio this can reduce the inherent risk involved in stock market investments ensuring that all your eggs aren’t in the same basket.
We can advise you on a wide range of investment products after including:
• Individual Savings Accounts (ISAs)/Open Ended Investment Companies (OEICs)/Unit Trusts
• Investment Bonds
• Offshore Investment Bonds
• Environmental, Social & Governance Investments (ESG)
• Venture Capital Trust(VCT)/Enterprise Investment Schemes (EIS)
• Company/Trustee Investments
Mortgage Advice
Independent whole of market Mortgage Advice.
We offer advice to:
-First Time Buyers
-Home movers
-Remortgage for a more competitive rate
-Advice on debt consolidation
-Releasing equity for home improvements
-Buy to Let
-Commercial property borrowing
-Equity Release also known as Lifetime mortgages for over 55’s
-By using an independent mortgage adviser, you can save a significant amount of time and stress – imagine having the time or the patience to contact 200 lenders yourself!
Equity Release Advice
Equity release is a way of taking cash from the value of your home if you’re aged 55 or over without having to move but also guaranteeing you can keep the roof over your heads for your lifetime. The money you unlock through equity release is all tax-free and can be spent in a variety of ways. So, whether it’s repaying your existing mortgage, supporting your loved ones when they need it most or simply boosting your retirement finances, equity release could help you live the later life you want.
You can use the money you release?
- Help your children with money difficulties or to buy their own home
- Live out your dreams of travelling the world
- Pay off your loans
- Make vital improvements to your home as you grow older
- Have some extra money to help you enjoy your retirement
